Russ Singer, MBA, CFP®

CONNECT

Address:

1255 Treat Boulevard, Suite 400
Walnut Creek, CA 94597

Phone:

(925) 949-7427

Fax/Other:

(925)-296-0214

Licensing

Our financial services representatives combine their education in financial services with an in-depth knowledge of the ever-changing insurance industry landscape to provide you with solutions for your unique situation. All financial services representatives must pass comprehensive exams to obtain a license to sell products in your state.

Insurance

We have individuals licensed to sell insurance products in the following jurisdictions: CA
California Insurance Licensing: #0E02706

Securities

We have individuals registered to offer securities in the following jurisdictions: CA, CT, NV, VA

CRN201903-208966

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck