

Area of Focus: Investment, Estate, Retirement and Tax Planning
Designations: Certified Financial Planner, Enrolled Agent, MBA
Advisor is licensed/registered to do business with U.S. residents in the states of: CA
Tellone Financial and the FIVE STAR Program are not affiliated.
Individuals Pictured within the video are not Tellone Financial clients. Actual client results and experiences will vary.

FIVE STAR Wealth Managers are selected as a result of a rigorous research process. The resulting list represents no more than 7% of the wealth managers within their market area.
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