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

CONNECT

Address:

7777 Alvarado Rd. Suite 263
La Mesa, CA 91942

Phone:

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

Fax/Other:

(858) 225-8995

Our Mission Statement

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you work toward reaching your goals.