Focus Areas
- Retirement Income Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
- Business Retirement Plans
- Entrepreneurs & Business Owners
- Charitable Giving
Certifications
ABFP™
Accredited Behavioral Finance Professional™AAMS™
Accredited Asset Management Specialist™
Personal Interests
- Scuba Diving
- Traveling
- History and Museums
- Hiking
- Golfing
Team Members
- Linda VazquezSr. Branch Office Administrator
- Nicole RodriguezBranch Office Administrator
Send Me a Message
* Required fieldSend Me a Message
* Required fieldOffice Information
Hours
Weekday | Availability |
---|---|
Mon | 09:00AM - 05:00PM |
Mon | 09:00AM - 05:00PM |
Tue | 09:00AM - 05:00PM |
Tue | 09:00AM - 05:00PM |
Wed | 09:00AM - 05:00PM |
Wed | 09:00AM - 05:00PM |
Thu | 09:00AM - 05:00PM |
Thu | 09:00AM - 05:00PM |
Fri | 09:00AM - 03:00PM |
Fri | 09:00AM - 03:00PM |
Sat | By Appointment Only |
Sat | By Appointment Only |
Sun | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 09:00AM - 05:00PM |
Mon | 09:00AM - 05:00PM |
Tue | 09:00AM - 05:00PM |
Tue | 09:00AM - 05:00PM |
Wed | 09:00AM - 05:00PM |
Wed | 09:00AM - 05:00PM |
Thu | 09:00AM - 05:00PM |
Thu | 09:00AM - 05:00PM |
Fri | 09:00AM - 03:00PM |
Fri | 09:00AM - 03:00PM |
Sat | By Appointment Only |
Sat | By Appointment Only |
Sun | Closed |
Sun | Closed |
Additional Hours
- Web Conferencing
Additional Hours
- Web Conferencing
Phone
(805) 524-7072Fax
(888) 449-5610Office Address
582 W Ventura StreetFillmore, CA 93015opens in a new window
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