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7317 El Cajon Blvd
Suite 202C
La Mesa, CA 91942

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Brian Grigg, CPA/PFS

888-568-4388

 

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

Brian has been a CPA since 2008. He provides financial services to individuals, corporations, and trusts. Brian earned a bachelors degree in accounting and quickly earned his CPA certification. He also holds the series 7 and 66...

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Lennice Baker

Staff Accountant

619-401-4088

619-599-8909