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About
Learn More
About [FC Name]
[FCNAME] Team
Join the [FC NAME] Team
News
About PlanMember
Contact Us
Focus Areas
403(b) Plans
457(b) Plans
401(k) Plans
Rollover IRAs
Roth & Traditional IRAs
Life Insurance
Annuities
ERISA Plans
Plan Type FAQs
Who We Serve
Life Stages
Early Career
Mid Career
Late Career
In Retirement
Especially for...
Custom Page
Custom Page 2
Employers
Comprehensive Support
Employer FAQs
How We Can Help
Investment Tools
Register for an Event
Personal Retirement Plan
Retirement Calculator
Our Services
Retirement Planning
Retirement Income Planning
Financial Strategy
Wealth Management
Estate Planning
College Planning
Insurance Planning
Long-Term Care
Financial Wellness Coaching
Tax Efficiency Planning
Debt Reduction & Cash Flow Management
Medicare Planning
Products & Resources
A Proven Approach
Programs, Plans & Investment Choices
Resource Hub
Login/Enroll
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Enroll
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Our Team
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[FC NAME] today.
ThE Team
Joe Bauers
(619) 260-0155
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Kyle A Smith
(619) 260-0155
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Karlene Dionisopoulos, CFP®
(619) 260-0155
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Juan G Garza II
(559) 400-1977
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James Gates
(619) 287-8551
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Michael George, CFP®
(888) 380-1862
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Marc Houle
(858) 748-8021
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Cinthia F Marshall
(760) 822-8911
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Jim Smoogen
(858) 414-3137
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