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FINANCIAL INDEPENDENCE
TO YOUR SUCCESS
I am a Financial Advisor with Hilltop Securities, in the San Diego branch. I started out in 2012 working with my grandfather until his retirement in 2016. My practice encompasses fixed income and wealth management. I employ strategies that are supplemented with premier financial advisory services to help achieve the financial goals of clients.
Vision Statement:
To create a distinguished practice focused on the the success and well-being of my clients by taking a holistic approach with financial planning.
Mission Statement:
To understand the underlying needs of my clients; and use that information to compose a comprehensive financial plan to help achieve financial freedom.
Licenses
Education
ADVANCING YOUR
Through our five-step process, we work with you to find out where you are now, and where you want to be in the future. Whether it's living the retirement you earned, preserving your legacy, or living with certainty, we help put you on the right path.
- Business Insider
Alma Rex-Ezonfade spent over a year saving up $51,300 to take an "adult gap year." She initially found it difficult to do nothing but learned to enjoy herself and explore new hobbies. She launched her own clothing brand, is applying to 9-to-5 jobs, and plans to take more sabbaticals.
- Broadridge Content
Medicaid was created in 1965 as a joint federal-state program providing medical assistance to aged, disabled, or blind individuals (or to needy, dependent children) who could not otherwise afford necessary medical care. The Affordable Care Act of 2010 expanded eligibility for Medicaid coverage to include non-disabled adults with low income who are under the age of 65. Medicaid covers a number of medical costs, including hospital bills, physician services, and long-term nursing home care. Each state administers its own programs based on broad federal guidelines and regulations. Within these guidelines, each state:
- Bloomberg
A guide to getting organized for the new year, no matter your income or wealth.
- Forbes
To help start the year strong, here’s a roadmap to organize your finances and set yourself up for a prosperous year.
- Broadridge Content
Congratulations! You've been automatically enrolled in your company's retirement-saving plan, one of the best ways to help accumulate assets for retirement. But don't just assume you're all set. Be sure to review your plan's features and investments options to evaluate whether company's defaults are
As advisors, we focus on helping you pursue your financial goals. Whether it’s saving for college, taking your dream vacation, or pursuing the retirement you've worked for. We offer services and solutions that can assist you with your financial future.