Chief Investment Officer, Emerald Blue Advisors at Emerald Blue Advisors - Laguna Hills, California, United States
At Emerald Blue Advisors, you are our priority. For more then 20 years, we have been dedicated to determining the most pertinent and well-suited strategies for you in the most cost-effective manner possible. We understand one size does not fit all, so our process starts with understanding your current asset allocation, goals, objectives and time horizon. From there, we're able to provide a broad range of advisory strategies that best fit your risk tolerance and lifestyle. We pride ourselves on following through with the execution of the plan, ensuring you're on the path to a happy and confident retirement.Licensed Insurance professional Emerald Blue Advisors, Inc. is a registered investment adviser in California and Arizona. Our firm may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption