“Noemy Rubio is a financial planner at Primerica Fontana, providing personalized retirement plans for individuals and employers. Her approach is education-based, equipping clients with financial tools to achieve their desired goals. By allowing clients to choose professional asset managers and models, she helps them fulfill their investment and financial objectives. The financial planning team at Primerica is dedicated to optimizing investment portfolios, growing savings, and minimizing lifetime taxation, offering only solutions that meet clients' most significant financial requirements at competitive prices. If your needs change, Primerica can adjust your investment strategy and model selection accordingly. You can contact them for a consultation without any obligation to determine whether they are the right fit for you.”
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