

Focus Areas
- Wealth Strategies
- Retirement Income Strategies
- Sustainable Investing
- Estate & Legacy Strategies
- Charitable Giving
Focus Areas
- Wealth Strategies
- Retirement Income Strategies
- Sustainable Investing
- Estate & Legacy Strategies
- Charitable Giving
Financial Advisor Certifications
AAMS®
Accredited Asset Management Specialist™
Team Members
Katie VichiSr. Branch Office Administrator
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 | 08:00AM - 02:00PM |
| Sat | By Appointment Only |
| Sun | Closed |
Phone
(707) 961-1114Fax
(888) 808-9987Office Address
422 S Franklin StFort Bragg, CA 95437opens in a new window
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