Broker Check

Team

Mission: My priority is to offer, at all times, a service based on integrity, trust and transparency.

Investment Philosophy: I believe in building a custom investment plan that not only fulfills my clients’ wants and needs but also adheres to their risk tolerance. I do not support a methodology of one-size-fits-all. Unbiased research and sound fundamentals aid me in making the best investment decisions on your behalf. And, I collaborate with a team of strategic partners to gather the most extensive information available on companies and markets around the world.

A cornerstone of financial planning is the recognition that everyone’s economic and life situation is unique. Personalized service is essential when matching clients with the right financial products and services.

A commitment to professionalism and the cooperative development of unique, personal goals forms the foundation of any strong financial plan.

A financial plan must reflect the stage of life its owner is in: whether purchasing a first home, financing a child’s college education or planning for retirement. A plan must reflect its owner’s personal or business situation, and highlight those financial products that best fit it. A custom-tailored financial plan must also be continually reviewed to measure its achievements against stated aims, and ensure the owner is comfortable everything is moving forward according to plan.

If you ever have questions about your plan or about specific financial products, contact me. We will set up a time to meet to review your needs and address any questions you may have.

 

Bob Daly

Investment Advisor Representative

(916) 643-1400

(916) 643-2211

Mission: My priority is to offer, at all times, a service based on integrity, trust and transparency.Investment Philosophy: I believe in building a custom investment plan that not only fulfills my clients’ wants and needs but also...

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