Our Qualifications

With over 60 years of combined experience our seasoned staff has the knowledge, skills and experience to guide you on your financial journey.  Our staff has expertise in a variety of different financial products and services and we hold various professional designations and licenses.  Currently on our staff we have individuals with the following licenses & designations:

  • CFP - Certified Financial Planner (TM)
  • Registered Representative
  • Investment Advisor Representative
  • CA Life & Health Insurance License