Our firm is dedicated to providing prudent information to our clients so that they can tune out the noise and make informed decisions. Along the way, we also like to have some fun, too. Clients and their friends and family are invited to take advantage of our various events. We put together these events as client appreciation and education, while celebrating the fluid and ever-changing nature of clients' financial needs.

Upcoming Events

We are actively planning our next events, some of which may be virtual while the other may be in person. Check back soon for more information. All feedback is welcome to help us design future events. If you would like to share, please give us a call at (805)-592-1221. We would love to hear your thoughts and ideas.


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