Helping retirees, pre-retirees, professionals and business owners since 1978 reduce their taxes, create guaranteed income in retirement and reduce the overall risk of their investment portfolio. If you would like to know what your tax liability is and how to reduce or potential eliminate taxes in retirement please feel free to contact my office.
Dubots Capital Management, Llc.
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Financial AdvisorDubots Capital Management, Llc. Aug 2018 - PresentTemecula, California, United StatesBusiness Experience: John P. Dubots Capital Management, LLC; Investment Advisor Representative;08/2018 - Present Centaurus Financial, Inc.; Investment Advisor Representative/RegisteredRepresentative; 04/2012 – 08/2018 Newport Coast Asset Management; Investment Advisor Representative; 01/2010– 04/2012 Newport Coast Securities, Inc.; Registered Representative; 11/2009 – 04/2012 LPL Financial Corporation; Investment Advisor Representative/RegisteredRepresentative; 08/2007 – 11/2009Raymond James Financial 2005-2007Lucia Financial Group 1978 - 2005
Ken Finnell, Chfc Education Details
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Communications -
Woodrow Wilson High School12
Frequently Asked Questions about Ken Finnell, Chfc
What company does Ken Finnell, Chfc work for?
Ken Finnell, Chfc works for Dubots Capital Management, Llc.
What is Ken Finnell, Chfc's role at the current company?
Ken Finnell, Chfc's current role is Helping clients to Reduce Taxes, Generate Guaranteed Income Streams and Reduce the overall Risk of their Portfolio..
What schools did Ken Finnell, Chfc attend?
Ken Finnell, Chfc attended Palomar College, Portland Community College, Woodrow Wilson High School.
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