The Team

Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.

Our Advisors

James Notarianni

James Notarianni

Financial Advisor

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Designations

CFP®, CFS®

Top Areas of Focus

  • Retirement Planning Strategies
  • Family Finances
  • Investment Management

Education

BA Bachelor of Arts, Business (Finance/Accounting), Franklin & Marshall College

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Charles Rucker

Charles Rucker

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Employee Stock Options
  • Small Business

Education

Trinity University, San Antonio, Texas, B.A. Speech
CA Insurance #0I90004

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