FocusYOU
Annuity General
Serving the Santa Rosa area.
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When you get your money right, you can get your life right.
- HoursCLOSED NOW
- Regular Hours:
Sun Closed - Phone:
Main - 707-282-3700
- Address:
- 2841 Cleveland Ave Ste 9 Santa Rosa, CA 95403
- Email:
- Link:
- Categories
- Financial Planners, Financial Services, Insurance, Investment Advisory Service, Investments
- Services / Products
- Financial planning and coachingInvestment managementInsurance
- Payment Options
- Accreditation
Better Business Bureau
- Associations
- Financial Planning AssociationSudden Money InstituteCenter for Fiduciary StudiesInternational Association of Registered Financial Consultants
General Info
Providing financial planning and coaching services primarily to high tech engineering managers, technical professionals and their families. By using his time-tested scientific approach to personal finance, we eliminate your concerns about making smart financial decisions and proactively addressing the issues that arise with increasing financial success and responsibility. We have extensive knowledge in financial goal setting and planning for retirement, investments, stock options and restricted stock, cash management, income and asset protection, and estate preservation.