

Focus Areas
- Retirement Savings Strategies
- Retirement Income Strategies
- Insurance & Annuities
- Wealth Strategies
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies

Certifications
AAMS™
Accredited Asset Management Specialist™
Personal Interests
- Camping
- Personal Fitness
- Outdoor Enthusiast
- Music
- Health & Nutrition
Request a Consultation
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All Fields RequiredOffice Information
Hours
Weekday | Availability |
---|---|
Mon | By Appointment Only |
Mon | By Appointment Only |
Tue | By Appointment Only |
Tue | By Appointment Only |
Wed | By Appointment Only |
Wed | By Appointment Only |
Thu | By Appointment Only |
Thu | By Appointment Only |
Fri | Closed |
Fri | Closed |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | By Appointment Only |
Mon | By Appointment Only |
Tue | By Appointment Only |
Tue | By Appointment Only |
Wed | By Appointment Only |
Wed | By Appointment Only |
Thu | By Appointment Only |
Thu | By Appointment Only |
Fri | Closed |
Fri | Closed |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Fax
(888) 402-8242Branch Team
- Rachel Hall
- Sr. Branch Office Administrator
Branch Team
Office Address
4517 Serrano Parkway Ste 103El Dorado Hills, CA 95762opens in a new window
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