The Team

Whether it’s saving to buy a home, traveling or simply feeling confident that you’ll be able to live the retirement you’ve worked hard for, having a sound investment strategy is key to achieving your financial goals. Using our exclusive Confident Retirement® approach, we work one-on-one with our clients to understand what’s most important to them. With an understanding of their risk tolerance and personal preferences, we can offer personalized advice that helps them balance important retirement income needs against the needs of today.

Our Advisors

Robert Katsuno

Robert Katsuno

Financial Advisor

More about me...

Designations

MBA

Top Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education

Education

UCLA - Anderson School, MBA, 1993, U.C. Davis, 1986
CA Insurance #0F99744

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Our Staff

Linda Teague

Linda Teague

Client Service Associate

Janelle Meyers

Janelle Meyers

Client Service Associate