Focus Areas

  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Portfolio Reviews

Personal Interests

  • Aviation
  • Mountain Biking
  • Skiing
  • Surfing

Contact Me

To discuss working together, request a complimentary consultation:

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Office Information

Hours

Office Hours
WeekdayAvailability
Monday 07:30AM - 04:30PM
Tuesday 07:30AM - 04:30PM
Wednesday 07:30AM - 04:30PM
Thursday 07:30AM - 04:30PM
Friday 07:00AM - 04:00PM
Saturday Closed
Sunday Closed

Fax

(888) 246-2373

Branch Team

  • Michelle Lafever
    Branch Office Administrator

Office Address

9968 Hibert St Ste 102
San Diego, CA 92131
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