At California Coast, we are committed to the credit union mission of “people helping people.” We know that the only reason we exist is to serve our members, and it affects every decision we make.
I offer comprehensive financial planning services to individuals and small business interested in tax, retirement and investment planning.
Employee benefits solutions and communication
Provide tax planning and preparation services to individuals, businesses, non-profit organizations, trusts and estates.
Business, Workers Compensation, Auto, Home, Life, Pet, Liability, Jewelry, motorcycle, dune buggy, boat, golf cart
We provide comprehensive finance and insurance planning services.
We specialize in creating custom financial strategies and insurance solutions for retirees & pre-retirees, including Medicare and LTC options. We offer complimentary consultations & portfolio reviews.
personal & business tax preparation and planning / 25+ years of experience
As an independent fiduciary in investment management.
Happy to be in assistance you with Managing your Cash flow and Debt, Create an Emergency fund, Proper protection (Business or Personal), and Help you build Wealth and Preserve your Assets.
Printed courtesy of www.poway.com – Contact the The Poway Chamber of Commerce for more information.
12222 Poway Road, Suite 27, Poway, California (CA) 92064 – (858) 748-0016 – chamber@poway.com