As a full service financial planner, we offer an array of services to help our clients achieve their needs and goals. 

Additionally, as a CERTIFIED FINANCIAL PLANNER™, we strive to offer comprehensive financial planning, as well as an honest fiduciary benefit to our clients.

 

 
 
 

30

YEARS OF SERVICE

5

YEARS AS A FIVE STAR WEALTH MANAGER

1

FIRM DEDICATED TO HELPING YOU

Securities traded through Liberty Partners Financial Services, LLC; Office of Supervisory Jurisdiction (OSJ), 5060 California Ave, Suite 620, Bakersfield, CA. 93309; Phone 800-440-0442; Member FINRA/SIPC

Fee based advisory services processed through and supervised by Liberty Partners Capital Management, LLC (LPCM) – an SEC registered investment advisory firm. I am an Investment Advisor Representative (IAR) of LPCM http://www.finra.org/