CALIFORNIA CONSUMER - Key Persons

Job Titles:

• CERTIFIED FINANCIAL PLANNER

Marie, a CERTIFIED FINANCIAL PLANNER™ professional, began working in the financial services industry in 2003. She graduated Magna Cum Laude from Utah State University. She currently holds series 7, 63, and 65 securities designations. She has life, health, and disability insurance licenses. Marie also has experience with tax preparation from working at a local CPA firm. Marie helps clients discover their dreams and wishes by creating comprehensive financial plans. These plans address asset protection, investment management, retirement planning, business succession, estate structure, and cash flow planning. Outside of work, Marie enjoys being outdoors, experimenting with photography, trying new recipes, traveling, and spending time with family.

Robert Sandberg has worked in the financial services industry since 1997. He has a master's degree in financial planning, and has received his CERTIFIED FINANCIAL PLANNER™ certification. He has obtained his general securities registration (series 7), his investment adviser representative registration (series 65), his state uniform securities agent registration (series 63), his life, health, and disability insurance license, his ChFEBC SM designation, his CFP® certification, his BA degree in Economics from Brigham Young University, and his MS degree in Financial Planning from the College for Financial Planning in Greenwood Village, Colorado. Mr. Sandberg believes that everyone can benefit from devoting time to the regular maintenance of their personal financial matters. As a financial advisor he has dedicated himself to mastering all aspects of wealth management, and helping clients work towards their financial goals. He works closely with attorneys, CPAs, and other professionals to help clients find the financial planning, retirement, estate, tax, business, insurance, and investment solutions they need to realize their vision of financial independence.