How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Advisors

Alain Connelly

Alain Connelly

Financial Advisor

Managing Director
Visit Alain Connelly's website

Team

Carley Moore

Carley Moore

Practice Manager,

Client Relationship Specialist

Qualifications

  • Series 7
  • Series 65
  • Series 6
  • Series 63
  • California Life insurance
  • Notary Public
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Jessica Sharkey

Jessica Sharkey

Client Service Coordinator,

Marketing Specialist

Qualifications

  • Series 7
  • Series 66
  • CA state Life Insurance
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