Main Office: 650.377.4108
1850 Gateway Drive,Suite 350
San Mateo, CA 94404
A brief conversation on a specific subject (i.e. to ask questions before scheduling a full introductory meeting or for existing clients to go over a question or update in their situation)
This appointment will serve as an opportunity to discuss the more qualitative, big picture portion of your financial plan. Estimated duration 60 to 90 minutes.
Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
See Osaic Wealth’s Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services Osaic Wealth offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. Osaic Wealth’s Forms ADV, Part 2A, which describe Osaic Wealth’s investment advisory services, Regulation Best Interest Disclosure Document, which describes Osaic Wealth’s broker-dealer services, and other client disclosure documents can be found here.
*Associated persons of Osaic Wealth who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm. Osaic Wealth, Inc. and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professionals regarding their specific circumstances.
Maritza Rogers, CA Insurance License #0E50369; Robin Starr, CA Insurance License #0G64012; Jeffrey Better, CA Insurance License #0182274; Kaitlyn Zawada, CA Insurance License; Julie VanTilburg, CA Insurance License #0C21028 #4084200
CRN-6837825-072624
