Investment Advisor: Guardant Wealth Management
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Company: Guardant Wealth Management
Contact: Michael W. Bunning, CPA,PFS
6939 Sunrise Blvd.
Suite 120
Citrus Heights, California, 95610
Phone: (916) 459-2190
Fax:
(916) 459-2191
Website: http://www.GuardantWealth.com
At Guardant Wealth Management our approach is very different - we act as your financial coach and personal CFO. We are an independent financial services company not encumbered with a limited set of investment choices. Contact us today to learn more.
Serves Counties: Alameda (CA), Alpine (CA), Butte (CA), Contra costa (CA), El dorado (CA), Los angeles (CA), Marin (CA), Monterey (CA), Napa (CA), Nevada (CA), Orange (CA), Placer (CA), Riverside (CA), Sacramento (CA), San diego (CA), San francisco (CA), San joaquin (CA), San luis obispo (CA), San mateo (CA), Santa barbara (CA), Santa clara (CA), Santa cruz (CA), Solano (CA), Sonoma (CA), Ventura (CA), Yolo (CA), Carson city (NV), Churchill (NV), Clark (NV), Douglas (NV), Elko (NV), Esmeralda (NV), Eureka (NV), Humboldt (NV), Lander (NV), Lincoln (NV), Lyon (NV), Mineral (NV), Nye (NV), Pershing (NV), Storey (NV), Washoe (NV), White pine (NV), Alameda (CA), Alpine (CA), Butte (CA), Contra costa (CA), El dorado (CA), Los angeles (CA), Marin (CA), Monterey (CA), Napa (CA), Nevada (CA), Orange (CA), Placer (CA), Riverside (CA), Sacramento (CA), San diego (CA), San francisco (CA), San joaquin (CA), San luis obispo (CA), San mateo (CA), Santa barbara (CA), Santa clara (CA), Santa cruz (CA), Solano (CA), Sonoma (CA), Ventura (CA), Yolo (CA), Carson city (NV), Churchill (NV), Clark (NV), Douglas (NV), Elko (NV), Esmeralda (NV), Eureka (NV), Humboldt (NV), Lander (NV), Lincoln (NV), Lyon (NV), Mineral (NV), Nye (NV), Pershing (NV), Storey (NV), Washoe (NV), White pine (NV), Albany (WY), Big horn (WY), Campbell (WY), Carbon (WY), Converse (WY), Crook (WY), Fremont (WY), Goshen (WY), Hot springs (WY), Johnson (WY), Laramie (WY), Lincoln (WY), Natrona (WY), Niobrara (WY), Park (WY), Platte (WY), Sheridan (WY), Sublette (WY), Sweetwater (WY), Teton (WY), Uinta (WY), Washakie (WY), Weston (WY)
License #: 2296358
Licensed to sell Insurance Products:Yes
Licensed to sell securities:Yes
Financial Advisor Experience: 21-25 Years
Designations: CPA, PFS, RFC
Products:
Reits
Life Insurance
Long Term Care Insurance
Bonds
Stocks
Annuities
Commodities
Mutual Funds
Options & Futures
Alternative Investments
Exchange Traded Funds (etfs)
Socially Responsible Investments (sri)
Minimal Assest: no minimum
License Type: Series 7,Life Insuranc
Insurance Type:
Disclosure: Investment Advisory Services and Securities are offered through Centaurus Financial, Inc. (CFI) Member FINRA/SIPC. Guardant Wealth Management is independent of CFI. This is not a offer to sell securities.......
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