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

Matthew Daugavietis

Matthew Daugavietis

CFP®, APMA®

Private Wealth Advisor

Vice President
Visit Matthew Daugavietis's website

Team

Hemil Patel

Hemil Patel

Client Service Associate

Qualifications

  • BS - Business Administration
  • Concentration in Finance
  • San Jose State University, 2007 Graduate
  • Series 6 & 63 Licensed
  • CA Life, Health & Disability Licensed
View more