Broker Check

Team

 
Bernard Smit

Bernard L. Smit
ChFC, CLU, CFP®

Investment Advisor Representative - Firm Principal Recognized in 2018 by the Financial Times as one of the nation's 400 Top Financial Advisors

925-280-1800 x102

925-280-1801

Damien Couture

Damien S. Couture
CFP®, ChFC

Investment Advisor Representative - Firm Principal

925-280-1800 x101

925-280-1801

Debbie Pursey

Debbie L. Pursey
MBA, CFP®, AIF®

Investment Advisor Representative - Firm Principal

925-280-1800 x105

925-280-1801

Zachary Weirich

Zachary Weirich

Investment Advisor Representative

925-280-1800 x108

925-280-1801