California Financial & Student Loan Services

MD Financial


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STATE WIDE ASSISTANCE

•  MD Financial Services - Scott Nelson-Archer - 713-966-3932


Arroyo Grande

•  Capital Choice Financial & Insurance Group - Lynn Kaloian - 805-748-3664



Brea

•  LPL Financial - Leo Do Carmo - 714-528-8823



Carlsbad

•  Cornerstone Family Office - Sean Barrett - 760-476-2772
•  Vistica Wealth Advisors, LLC - Jeff Vistica - 866-981-1500



Carmel-by-the-Sea

•  Locust Capital Management - Augustine Repetto - 215-735-9530



Cupertino

•  Sierra Pacific Financial Advisors, LLC - Janet Wan - 925-223-8868



Dana Point

•  Cornerstone Family Office - Sean Barrett - 760-476-2772



Dublin

•  Strategic Advisors, Inc - Daven Sharma - 925-400-8333



Encinitas

•  Finances for Life, LLC - Lucille M. Shaw - 877-335-4110



Folsom

•  Gasber Financial Advisors, Inc - Gerald Gasber - 916-985-2594



Los Angeles

•  Schultz Financial Mgmt - Richard Schultz - 714-731-0848
•  Darrow Wealth Management - Thomas McFarland - 310-556-2220



Napa

•  DeDora Capital - Paul DeDora - 707-253-0681



Oakland

•  Schultz Financial Mgmt - Richard Schultz - 714-731-0848



Orange

•  Schultz Financial Mgmt - Richard Schultz - 714-731-0848



Pleasanton

•  Sierra Pacific Financial Advisors, LLC - Janet Wan - 925-223-8868



Roseville

•  Grecu Capital Management - Lex Grecu - 888-504-7328



Sacramento

•  Three Oaks Capital Management - Grant Bledsoe - 916-318-4849
•  Vistica Wealth Advisors, LLC - Jeff Vistica - 866-981-1500



San Diego

•  Womack Investment Advisers, Inc. - Greg Womack - 405-340-1717
•  Vistica Wealth Advisors, LLC - Jeff Vistica - 866-981-1500



San Francisco

•  Griffin Black - Jane Beule - 650-368-5785
•  San Francisco Associates - Helen Doyle - 415-364-0227
•  Schultz Financial Mgmt - Richard Schultz - 714-731-0848



San Jose

•  Schultz Financial Mgmt - Richard Schultz - 714-731-0848



San Luis Obispo

•  Pacific Wealth Strategies Group - Graham Guess - 805-899-3686



Santa Barbara

•  Pacific Wealth Strategies Group - Graham Guess - 805-899-3686



Santa Maria

•  Capital Choice Financial & Insurance Group - Lynn Kaloian - 805-748-3664



St. Helena

•  DeDora Capital - Paul DeDora - 707-253-0681



Templeton

•  Capital Choice Financial & Insurance Group - Lynn Kaloian - 805-748-3664



Ventura

•  Pacific Wealth Strategies Group - Graham Guess - 805-899-3686





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