Bradly Stevens, Lutcf®, Clu®, Chfc®, Wmcp®, Cepa®, Cltc® Email & Phone Number

California, United States

San Diego, Ca

For small business owners, doctors and dentists who are concerned with their financial future, my firm has the unique knowledge to handle all aspects of the financial planning process. My firm is a full service financial planning firm. Our products and services endeavor to help our business owner, medical and dental clients protect first, fully and forever. We are financial specialists and focus on everything from exit strategies and asset protection to student loan repayment. We help mitigate the financial concerns that keep you up at night. I have unique experience dealing with business owners, doctors, dentists and their finances and because of that I have the knowledge you can benefit from.Forbes "Best in State" Top Financial Security Professional award is not issued or endorsed by Guardian or its subsidiaries. No compensation was provided in connection with obtaining this rating; however, advisors may choose to pay Forbes and Shook for usage rights of the ranking logo.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 2875 Michelle Dr. #110, Irvine, CA 92606, 909-399-1100. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Pacific Advisors is not an affiliate or subsidiary of PAS or Guardian. Pacific Advisors is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. Insurance products offered through One Pacific Financial & Insurance Solutions LLC, DBA of Pacific Advisors LLC. Pacific Advisors LLC is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. CA Insurance License Number - 0F60819. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.

Norco, Ca

SoCal Physicians Financial and Insurance Services was founded to serve the specialized financial needs of the medical and dental community and their families. We pride ourselves on educating our clients while helping them take action towards protecting, growing and preserving their assets and way of life.

Mba, Business Administration

Bs, Finance