Broker Check

(619) 223-7132

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

Jeffrey Ott

Designated Registered Principal

(619) 223-7132

FINRA Designations:Series 7 (General Securities), Series 24 (General Securities Principal), Series 4 (Registered Options Principal), Series 51 (Municipal Fund Securities Principal), Series 63 (Uniform Securities Agent State Law)Jeffrey...

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