Many people think about rolling over their 401(k) funds when they change jobs or retire. Depending on your age and investment strategy, it may make financial sense to rollover some of your assets while you’re still working and contributing to a 401(k) plan. We can help you determine if a rollover fits with your overall retirement savings strategy. Using our exclusive Confident Retirement® approach, we’ll work together to identify customized financial strategies that can evolve over time. Our goal is to help our clients feel more in charge of their financial lives so that they can pursue their passions—for today and tomorrow—with confidence.


Advisors

Scott Durrett

Scott Durrett

Financial Advisor

Visit Scott Durrett's website
Jermaine Jamison

Jermaine Jamison

Associate Manager

Visit Jermaine Jamison's website

Team

Gina Quiroz

Gina Quiroz

Client Service Associate

Ethel Lopez

Ethel Lopez

Client Service Associate

Qualifications

  • Series 7
  • California State Insurance License
  • Notary Public
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