LPL Financial

 

  • Financial Planners & Asset Management
  • Financial Planners
  • Financial Services
1017 Willow Dr.
Lafayette, CA 94549-4633
(925) 283-2733
(925) 284-2188 (fax)
  • About

    Specializing in Retirement Planning for Individuals and Business Owners over age 50. My focus is on the crucial 10 years before retirement, the transition, and the 10 years after retirement begins. I use a Defensive Investing(TM) approach to help my clients Grow & Protect their retirement assets and Preserve their wealth. My goal is to help clients achieve financial security and peace-of-mind, so that they can enjoy those things in life that matter most. Helping clients make smart money decisions since 1978.