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Asset Allocation

To keep you informed of how your investments are performing, and to make adjustments as needed.
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College Planning

Long term planning to ensure you’re ready when your children are ready for higher education.
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Managed Assets

For professional fee-based portfolio management through LPL Financial.
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Retirement Planning

To design an investment strategy to help you towards all of your retirement goals.
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Our Team

Susan Jerris

Susan
Jerris

LPL Registered Principal 
Email Susan
CA Insurance License #0662706
Broker Check
 
Anthony Roble

Anthony
Roble

LPL Registered Administrative Assistant
Email Tony
CA Insurance License #0K61923
Broker Check
 
Diana Esperon

Diana
Esperon

Administrative Assistant
Email Diana
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