If you want to be able to count on your assets—today and tomorrow—it’s important to prepare for the unexpected. In our practice, we use our exclusive Confident Retirement® approach to recommend balanced and customized asset and risk management strategies. Whether health, life, disability income or long-term care insurance, we suggest solutions and coverage levels to best suit each client. Whatever life sends your way, you’ll feel better knowing you are protecting yourself and your loved ones.


Advisors

Oscar Tapia

Oscar Tapia

Financial Advisor

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Team

Cathy Tapia

Cathy Tapia

Executive Assistant

Nicole M. Tapia

Nicole M. Tapia

Client Service Manager

Jason A. Tapia

Jason A. Tapia

Practice Manager