Robert Shabkie, CFP®, J.D.*, LL.M.*
Investment Advisor Representative



7777 Alvarado Rd. Suite 263
La Mesa, CA 91942


Direct: (858) 560-0766 Ext. 101,Cell: (619) 347-7226


(858) 225-8995

Our Firm

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.

Please call us if you have any questions about our firm or the range of financial products and services we provide.