Broker Check

Team

Our experienced professionals have helped many people just like you with similar wealth management issues and concerns. We can help you create an approach that is designed to address your individual financial situation.

 

Kent Engdahl

Managing Partner

(760) 658-8787

(760) 658-8785

Kent attended the University of Southern California, graduating in 1992 with a Bachelor of Science degree in Business Administration. He later graduated Marymount University in 1998 with a M.B.A. He has also successfully passed his...

Read more

Marc attended San Francisco State University, graduating in 1984 with a Bachelor of Science degree in Business Administration. He has also successfully passed his Series 3, Series 7, and Series 63 examinations. Additionally, Marc holds...

Read more

Tim Jobe

Managing Partner

(760) 658-8789

(760) 658-8785

Tim attended Westmont College, graduating in 1971 with a Bachelor of Arts degree. He later graduated from Western Kentucky University in 1972 with a M.A. He has also successfully passed his Series 1, Series 4, Series 5, Series 12,...

Read more