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 Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you build and maintain a sound long term financial plan focusing on the following areas:  tax management strategies, investment management, retirement strategies, estate conservation strategies, insurance and annuity products.