ROBIN L PATIN
2065 Mountain Boulevard, Suite 200 Montclair Village, Oakland, CA 94611
Since 2016
EDWARD JONES - Employee Stock Options, Insurance and Intergenerational Planning, Social Security, Traditional and Roth IRA, Retirement Savings, Wealth and Retirement Income Strategies Insurance & Annuities
Focus on 401k/IRA options and annuity reviews ● Extensive experience in specialized areas that will work with your advisor to meet your needs
TBR® Inspection Report
PALISADE FINANCIAL, LLC
4801 Harbord Drive, Oakland, CA 94618
Since 2011
Asset and Investment Management, Savings, Retirement and 401K Planning, Individual Retirement Accounts, Mutual Funds, Bonds, Stocks, Annuities & Insurance
Specializes in managing assets for individuals and small businesses ● Provides to takes a holistic approach to advise ● Has a firm understanding of how the capital markets work and how best to align personal goals with financial ones
TBR® Inspection Report
LULA FINANCIAL
317 Washington Street, Oakland, CA 94607
Since 2018
Retirement Planning, IRA/Roth IRA, 401k Management, Student Debt, IPOs, Restricted stock units, employee stock purchase plan, Stock Options, College Savings, Tax Guidance, Debt Consolidation & Life Insurance
They work with clients to strengthen their finances ● Expertise in investment strategy