Advisory services offered through NewEdge Advisors, LLC, a registered investment advisor. Advisory services are only offered to clients or prospective clients where NewEdge Advisors, LLC doing business as PacificView Wealth Management and its representatives are properly licensed or exempt from licensure. The information contained herein is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by NewEdge Advisors, LLC doing business as PacificView Wealth Management unless a client service agreement is in place. Third party posts found on this profile do not reflect the views of NewEdge Advisors, LLC and have not been reviewed by NewEdge Advisors, LLC for accuracy or completeness.

Financial Planning, tax planning, and investment management for busy professionals. We partner with folks who are career focused, strategic thinkers who value collaboration and delegation. We believe advice should be clear of conflicts of interests and delivered in a fiduciary manner at all times. This means no commissions, kick-backs, or referral fees. The households we serve look to us as a guide connecting their 'why' (values, goals, beliefs, background) to their 'how' (income, expenses, assets, liabilities). Between the 'why' and 'how' is where REAL financial planning is conducted. We'll guide you and your family through various financial areas such as cash flow management, risk management, investment planning, estate planning, retirement planning, life and career planning, small business planning, and other areas as needed. If we can't solve your problem or assist you, we'll find the right professional to help guide you to success. We look forward to meeting you!

Advisory Services Offered Through Investacorp Advisory Services, Inc.A SEC Registered Investment Advisory Firm.Securities by licensed Individuals Offered Through Investacorp, Inc.A Registered Broker/DealerMember FINRA, SIPCThe accuracy and authenticity of the information is reliant solely on the author and/or third parties and not by Investacorp, Inc. nor its affiliates. Any information represented should be for illustrative and educational purposes only and not to be considered investment advice.

BWA is a public finance consulting firm with over 50 years of experience providing independent, expert financial advice to public agencies throughout California and the western United States. Our firm was established in 1964 and is owned and managed by its principal consultants. We specialize in three interrelated services: utility rate and fee studies, strategic financial planning, and project financing.

Responsible for marketing and selling ADP's small business products by primarily focusing on building/sustaining relationships with ADP's largest revenue channel, the accountant community, to secure new clients.