2646 Santa Maria Way
Truth, love and freedom is my focus everyday knowing I can be fearless in my pursuits because God is in control. For clients, my desire is to guide them into economic security so they can also live their lives fearlessly and...
President/Stock Broker/CA Life Insurance Agent
Helping people is what drives me, I am constantly inspired by my clients, ordinary people in life who have extraordinary stories! My career in the Financial Industry began in 1990 and is rooted in the relationships I have built with...
Customer Relations/ I.T. Specialist/Bilingual
“My parents are my heroes and greatest inspiration! As children, we witnessed their hard work to give our family opportunities through the struggles of establishing a good life here on the Central Coast.” I am proud to be...
The secret to a wonderful life is loving your family and when you come to a fork in the road, take it! Life rarely has a single path, so my goal as a Financial Advisor is to strategically plan for my clients to have the financial...
Investment Advisor/CA Life Insurance Agent
My Father is my hero, a kind and gentle man who has accomplished much in his life. The most important thing I have learned from him is if you do something you love, you will never work a day in your life. I have been fortunate to find...
Documentation & Archiving/Notary
What I love about being in the Financial Industry is the continual process of learning to assist my clients and co-workers. Having spent most of career in the Banking Industry, I now understand and appreciate the difference of a...
Investment Advisor Representative
Jamie Chafin is a native of Charleston, West Virginia and a graduate of the University of Virginia. Mr. Chafin is a 38 year Veteran of the securities industry beginning his sales career as a commercial Real Estate Broker. He then...
Investment Advisor / CO Life Insurance Agent
I believe the best way to give back to your community is through service. I am proud to help individuals, families and business owners make sound financial decisions throughout every chapter of their lives. My goal for each client is...
Denver Office Manager / Customer Relations