Focus Areas

  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Military Professionals & Veterans
  • Wealth Strategies
  • Divorce Finances

Personal Interests

  • Spending Time with Family
  • Golfing
  • Hockey
  • Traveling
  • Fine Dining

Contact Me

To discuss working together, request a complimentary consultation:

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Office Information

Hours

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

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Fax

(844) 806-8039

Branch Team

  • Shannon York
    Branch Office Administrator

Office Address

911 A Hacienda Dr
Vista, CA 92081
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