Our advisors help a diverse group of clients of varying age, professions, situations, and needs. In addition, each of our advisors has experience and focused knowledge in select areas. We are experienced and knowledgeable in the following fields and bring a well-rounded perspective that allows us to provide advice on specific issues and options that many of our clients face:
We know that your situation is often unique and your retirement plan contains components such as:
In addition to our Individual Clients, we specialize in helping Employers discover how best to structure their retirement plan and work with them through design, implementation, and monitoring a successful plan. We focus on Non- ERISA and ERISA Plans and customize solutions to best fit the organizations goals. We work with the following types of organizations:
In addition to our Individual Clients, we specialize in helping Employers discover how best to structure their retirement plan and work with them through design, implementation, and monitoring a successful plan. We focus on Non- ERISA and ERISA Plans and customize solutions to best fit the organizations goals.
We work with the following types of organizations:
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Securities and investment advisory services offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA.
See Osaic FA’s Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services Osaic FA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. Osaic FA’s Forms ADV, Part 2A, which describe Osaic FA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes Osaic FA’s broker-dealer services, and other client disclosure documents can be found here.
*Associated persons of Osaic FA who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm. Osaic FA, Inc. and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professionals regarding their specific circumstances.
Julie VanTilburg, CA Insurance License #0C21028; Maritza Rogers, CA Insurance License #0E50369; Robin Starr, CA Insurance License #0G64012; Jeffrey Better, CA Insurance License #0182274; Kaitlyn Zawada, CA Insurance License #4084200