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fax 805.484.0420
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Financial Services
+ Wealth Management

  • For busy people seeking practical answers
  • Take best care of each client's situation, needs, goals, risk tolerance, time-frame and best fit

Pro-Active Wealth Manager

  • Seeking opportunities to benefit clients
  • From diverse market conditions
  Supporting actively responsible organizations:
  • Compassionate
  • Conscientious
  • Eco-friendly
  • Socially responsible
  • Reducing our global footprint
  • Pursuing a healthier planet
  • Seeking to improve ESG