Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC.
Financial planning is offered through LPL Financial, a registered investment advisor.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ Practitioner,
which it awards to individuals who successfully complete initial and ongoing certification requirements.
Redlands, CA & Port Townsend, WA
Check the background of this firm on FINRA's BrokerCheck
LPL Registered Representative
CA Insurance Lic #0G65017
LPL Registered Principal -
WA Insurance Lic #171689
Chief Wealth Manager