Independent financial planner serving clients throughout California and seven other states. Objective financial planning advice provided on a fee-for-service basis.
Financial planning through Navion Financial Advisors, LLC. Securities through LPL Financial, member FINRA(www.finra.org)/SIPC(www.sipc.org), with whom I am a registered representative. For a list of the states in which I’m registered to conduct business, please see our website www.nfadvisors.com