

Focus Areas
- Business Retirement Plans
- Entrepreneurs & Business Owners
- Divorce Finances
- Intergenerational Planning
- Not-for-profit Organizations
- Wealth Strategies
Focus Areas
- Business Retirement Plans
- Entrepreneurs & Business Owners
- Divorce Finances
- Intergenerational Planning
- Not-for-profit Organizations
- Wealth Strategies
Financial Advisor Certifications
ChFC®
Chartered Financial Consultant®CEPA®
Certified Exit Planning Advisor®
Personal Interests
- Active Lifestyle
- Baking
- Community Outreach
- Health & Nutrition
- Traveling
Team Members
Maria WickSr. Branch Office AdministratorFPQP®
Send Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 04:00PM |
| Tue | 08:00AM - 04:00PM |
| Wed | 08:00AM - 04:00PM |
| Thu | 08:00AM - 04:00PM |
| Fri | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Phone
(760) 630-8268Fax
(888) 245-3890Office Address
236 East BroadwayVista, CA 92084opens in a new window
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