Investment Advisor: TEAMS
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Company: TEAMS
Contact: Guy Baker
15520 Rockfield Blvd. Suite G
Irvine, California, 92618
Phone: (949) 900-0099
Website: http://wealth-teams.com
WTS is a market based risk manager. Using a proprietary methodology, WTS reviews existing portfolios to determine whether or not it matches the efficient frontier. The efficient frontier is the optimum relationship between risk and return. Most people “
Serves Counties: Los angeles (CA), Orange (CA), San bernardino (CA), San diego (CA)
Licensed to sell Insurance Products:Yes
Licensed to sell securities:No
Financial Advisor Experience: Over 25 Years
Designations: CFP, CLU, ChFC
Products:
Reits
Life Insurance
Long Term Care Insurance
Mutual Funds
Exchange Traded Funds (etfs)
Socially Responsible Investments (sri)
Minimal Assest: $250,000
License Type: Series 7,Life Insuranc
Insurance Type:
Disclosure:
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