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I'm an Oceanside wealth management advisor specializing in serving the financial planning needs of my clients, divorcees, primarily retired couples and women: widows, stewards of family finances and business owners. And with those opportunities come choices. Every stage in life brings unique opportunities. That gives peace of mind and being able to sleep at night without worrying about your investments and financial future. I am committed to fostering a one on one relationship with my clients and focus on wealth management with capital preservation. The emphasis of my practice is open, honest and frequent communication with a high degree of integrity, stability and quality of service and advice. I have been a registered Investment Advisor since 1995 with 29 years experience in the financial services industry, including my years as an account manager with CIBC. Some decisions you'll feel comfortable making on your own; with others, you'll appreciate some help.
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