For Confidence in Your Future

CONNECT

Address:

307 Main Street, Suite 300
Salinas, CA 93901

Phone:

(831) 422-4910

Industry Recognitions

Our proven success in developing lasting relationships, our technical expertise and more than three decades of industry experience have led to national recognition from many leading names in the financial services industry, including:

 

  • Barron's Top Advisory Teams Summit – 2014, 2015, 2016, 2017 and 2018*
  • Barron's Top Independent Advisors Summit – 2011, 2012, 2013, 2014, 2016 and 2017*
  • Financial Times Top Financial Advisors 2015**

 

 

 

 

 

*Barron's Advisor Summits are a series of invitation-only events aimed at recognizing the achievements of successful and influential financial advisors in the wealth management industry.  Invitees were selected solely based on the subjective opinions of Barron's and are not indicative of the advisor's future performance; your experience may vary. 

**The Financial Times 401 Top Retirement Plan Advisors is an independent listing produced annually by the Financial Times (September 2017). The FT 401 is based on data gathered from advisors, regulatory disclosures, and the FT's research. The listing reflects each advisor's status in seven primary areas: DC plan assets under management (AUM), DC AUM growth rate, specialization in DC plans, years of experience, advanced industry credentials, compliance record and DC plan participation rate. 646 qualified applicants were nominated, of which 401 were recognized (62% of candidates). This honor is not indicative of the advisor's future performance. Your experience may vary. Neither the advisors nor their parent firms pay a fee to the Financial Times in exchange for inclusion in the FT 401. For the full methodology, please visit www.FT.com.

 

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck