OUR TEAM

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BLAKE BARBOSA, CFP®, RICP®, WMCP

FOUNDER | CEO | FINANCIAL PLANNER

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DAN MARSHALL

COO | DIRECTOR OF FINANCIAL STRATEGIES

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Stefano Lanci

Financial Advisor

ADELAIDE MCINTIRE

PARAPLANNER

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DEBBIE MOREAU

CLIENT SERVICE SPECIALIST | OFFICE MANAGER

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SUE SCANLON

DIRECTOR OF OPERATIONS | CLIENT ENGAGEMENT



OUR LOCATION


1734 Paso Robles St
Oceano, CA 93445