The Team

Our Advisors

Robert Wagoner

Robert Wagoner

Financial Advisor

More about me...

Designations

CMFC®, CRPC®, AAMS®, AWMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies

Education

BS in Computer Science from Cal Poly Pomona
CA Insurance #0B04549

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Our Staff

Kimberly Johnson

Kimberly Johnson

Client Service Manager

Nancy Clayton

Financial Planning Specialist