Focus Areas
- Entrepreneurs & Business Owners
- Business Retirement Plans
- Retirement Income Strategies
- Insurance & Annuities
- Wealth Strategies
- College Savings
Certifications
CEPA®
Certified Exit Planning Advisor®
Personal Interests
- Cooking
- Wine Collecting/Enthusiast
- Spending Time with Family
Send Me a Message
* Required fieldSend Me a Message
* Required fieldOffice Information
Hours
Weekday | Availability |
---|---|
Mon | 09:00AM - 04:00PM |
Mon | 09:00AM - 04:00PM |
Tue | 09:00AM - 04:00PM |
Tue | 09:00AM - 04:00PM |
Wed | 09:00AM - 04:00PM |
Wed | 09:00AM - 04:00PM |
Thu | 09:00AM - 04:00PM |
Thu | 09:00AM - 04:00PM |
Fri | By Appointment Only |
Fri | By Appointment Only |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 09:00AM - 04:00PM |
Mon | 09:00AM - 04:00PM |
Tue | 09:00AM - 04:00PM |
Tue | 09:00AM - 04:00PM |
Wed | 09:00AM - 04:00PM |
Wed | 09:00AM - 04:00PM |
Thu | 09:00AM - 04:00PM |
Thu | 09:00AM - 04:00PM |
Fri | By Appointment Only |
Fri | By Appointment Only |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Additional Hours
- Web Conferencing
Additional Hours
- Web Conferencing
Phone
(831) 386-0702Fax
(888) 616-3348Office Address
422 BroadwayKing City, CA 93930opens in a new window
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