Investment Management - San Diego, California, United States
Our goal is to help you protect and enhance your wealth so that you can support the people, causes and institutions that add meaning to your life.To do it right requires exhaustive planning, detailed strategy and quality of execution. Our team is experienced in working with corporate stock options, portfolio management, liquidity event planning and retirement income planning and design. We develop and implement customized investment management solutions for business owners, executives of both public and private companies, and high net-worth individuals. Objective advice, attention to detail, and unwavering concern for the well-being of our clients are the hallmarks of our client service model.Life Insurance, CA 0B78594. The financial consultants of RG Bar Investment Group are registered representatives with, and securities offered through, LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to "Contact and Personal Info" section above. The financial consultants affiliated with RG Bar Investment Group are registered to do business in the following states: AZ, CA, CO, DE, FL, HI, IA, MA, MN, MO, NY, PA. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
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