Marc Whiteman, Financial Advisor located in Yreka, CA

Financial Advisor
Marc C Whiteman

AAMS®
106 Ranch Lane Suite C, Yreka, CA 96097opens in a new window
CallSend Me a Message

Focus Areas

  • Portfolio Reviews
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Retirement Income Strategies
  • Wealth Strategies

Financial Advisor Certifications

  • AAMS®

    Accredited Asset Management Specialist™

Team Members

  • Ashley Tannaci
    Sr. Branch Office Administrator
  • Dakota Munson
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri By Appointment Only
Sat Closed
Sun Closed

Phone

(530) 842-5874

Fax

(877) 273-8215

Office Address

106 Ranch Lane Suite C
Yreka, CA 96097opens in a new window

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