Brian Lundberg, Financial Advisor located in San Marcos, CA

Financial Advisor
Brian D Lundberg

AAMS®
334 Via Vera Cruz Suite 254, San Marcos, CA 92078opens in a new window
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Employee Stock Options
  • Wealth Strategies
  • Business Retirement Plans
  • Physicians
  • Inheritance Guidance

Financial Advisor Certifications

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Traveling
  • Spending Time with Family
  • Baseball
  • Movies & Entertainment
  • Volunteering

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

Phone

(760) 752-9733

Fax

(877) 212-8335

Office Address

334 Via Vera Cruz Suite 254
San Marcos, CA 92078opens in a new window

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