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Investment Advisor Representative offering advisory services through Wealth Alliance, LLC, a CA Registered Investment Advisor. Registered representative offering securities through Independent Financial Group, LLC (IFG). Member FINRA/SIPC. Wealth Alliance, LLC and IFG are unaffiliated entities. Licensed to sell securities and offer advisory services in the following states: AZ, CA, CO, NH, NV, OR, TX, WA. Member FINRA/SIPC.

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East County – El Cajon

North County – Del Mar

Financial Planning

We create an individualized wealth management strategy to help you and your family reach your financial objectives.

Investment Management

Our strategy is to create and maintain balanced portfolios, tailored to the level of sophistication and risk appropriate for your life stage.

Retirement Income Planning

Based on an analysis of your financial resources and spending needs we create a comprehensive plan to help you reach your retirement goals.