HOLMQUIST WEALTH MANAGEMENT

Holmquist Wealth Management, Inc. and Western International Securities, Inc. ("WIS") are separate and unaffiliated companies. Securities and Advisory Services offered through WIS. With its main office in Pasadena, California and branches nationwide, WIS is a member of FINRA and SIPC. As a member of SIPC, accounts have protection for the net equity of a customer's funds and securities positions. SIPC provides $500,000 of primary net equity protection, including $100,000 for claims for cash. This coverage does not apply to losses from the change in market values and does not cover all products... 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... As a Certified Financial Planner (CFP®) and a Chartered Retirement Planning Counselor (CRPC®), my objective is to develop long-term financial advisory relationships that are unique to each and every client...

Also known as: Holmquist Wealth Management, Inc.

Primary location: Newport Beach United States