FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.

Team

 

Sean Burr

President & Senior Wealth Advisor

805-497-9909

805-497-9919

Sean joined the financial services industry over ten years ago because he believes in the power of financial planning to build a stronger, happier future. The best part of his job is working with his clients to define their vision of...

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Deanne Wilson

Director of Operations

805-497-9909

805-497-9919

Deanne Wilson, a native Southern Californian, isn’t afraid to climb mountains—literally or figuratively. As Director of Operations, she brings a business degree in marketing, certifications in project management, and a career spanning...

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