505 14th Street
Suite 900
Oakland, California 94612
By reclaiming the banking function, you can position yourself to take advantage of the coming changes to our economy, rather than reacting to them.
And doing so does not require a full “reboot” of your financial plans.
Without replacing any other advisors, I show my clients how to integrate IBC® into their current strategy, to make what they are already doing even better.
You can contact me via this site or schedule an initial consultation directly with me on my website:
Located in: California
Also licensed to practice in:
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