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Personalized Financial Services

Your choice for Financial Services

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Our History

We focus on putting client's interests first.

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Our Services

We create strategies that are tailored to your needs and goals.

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Our Team

Years of experience have prepared us to guide you through your life transitions.

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Understanding Today's Financial Environment

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

Your Financial Future

Today's economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends. 

Whether you're facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions. 

Bob Woods

Bob Woods, LUTCF, ChFC, CLU

President | LPL Financial Consultant

(619) 668-8616

(619) 668-8615

P. Martin Peters

P. Martin Peters, CLU, RHU

LPL Financial Consultant

(858) 755-0201

(619) 668-8615

Gina Tulao

Gina Tulao

Office Manager

(619) 668-8616

(619) 668-8615

Luis  Garcia Jr.

Luis Garcia Jr.

Client Services Associate

(619) 668-8616

(619) 668-8615

Laurie Rymer

Laurie Rymer

Administrative Assistant

(619) 668-8616

(619) 668-8615

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