As a native of San Diego and a proud member of the Little Italy community, I enjoy helping professionals understand their money and use it as a tool to live a life they love. My goal is to help my clients live for today and plan responsibly for tomorrow. That's how I live my life and I want others to do the same. Our firm's collective capabilities and experience - together with our team approach - allows us to assess and offer you a wide-range of services. Whether it's developing a financial strategy, creating a customized executive benefits program for your business, or preparing a detailed asset allocation analysis, our mission is simple: to provide forward-thinking and cost-effective financial strategies to our valued clients. The keys to our firm's success are our professional excellence and integrity, and our constant pursuit of open communication and an in-depth understanding of each of our client's unique financial needs. Our associates' credentials, experience and principled approach allow us to deliver on our promise of personalized service and provide an added level of comfort and confidence for our clients. We look forward to helping you take control of your financial future. Securities offered solely through Ameritas Investment Corp. (AIC). Member FINRA/SIPC (www.finra.org and www.sipc.org ). AIC and (20/20 Financial Advisers) are not affiliated. Additional products and services may be available through (Alex Nunes) or (20/20 Financial Advisers) that are not offered through AIC. Securities products are limited to residents of (CA, GA, AZ, WA, VA, MD, NV, FL). This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your Registered Representative. Read it carefully before you invest or send money. A Representative from (20/20 Financial Advisers) will contact you to provide requested information. Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation. Information posted to this site by 3rd parties or links to 3rd party sites are not created nor endorsed by AIC or its representatives. Their information is deemed to be from reliable sources; however, their content cannot be guaranteed.
As a native of San Diego and a proud member of the Little Italy community, I enjoy helping professionals understand their money and use it as a tool to live a life they love. My goal is to help my clients live for today and plan responsibly for tomorrow. That's how I live my life and I want others to do the same. Our firm's collective capabilities and experience - together with our team approach - allows us to assess and offer you a wide-range of services. Whether it's developing a financial strategy, creating a customized executive benefits program for your business, or preparing a detailed asset allocation analysis, our mission is simple: to provide forward-thinking and cost-effective financial strategies to our valued clients. The keys to our firm's success are our professional excellence and integrity, and our constant pursuit of open communication and an in-depth understanding of each of our client's unique financial needs. Our associates' credentials, experience and principled approach allow us to deliver on our promise of personalized service and provide an added level of comfort and confidence for our clients. We look forward to helping you take control of your financial future. Securities offered solely through Ameritas Investment Corp. (AIC). Member FINRA/SIPC (www.finra.org and www.sipc.org ). AIC and (20/20 Financial Advisers) are not affiliated. Additional products and services may be available through (Alex Nunes) or (20/20 Financial Advisers) that are not offered through AIC. Securities products are limited to residents of (CA, GA, AZ, WA, VA, MD, NV, FL). This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your Registered Representative. Read it carefully before you invest or send money. A Representative from (20/20 Financial Advisers) will contact you to provide requested information. Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation. Information posted to this site by 3rd parties or links to 3rd party sites are not created nor endorsed by AIC or its representatives. Their information is deemed to be from reliable sources; however, their content cannot be guaranteed.
Risk Management, College Education Planning, Retirement Solutions Marathon Benefits Group will help you find a wealth of information to help you choose among thousands of investment and insurance options available in today’s complex financial marketplace – with essential online resources to understand and utilize them. You’ll also be introduced to Marathon Benefits Group professional associates, each with the experience necessary to help with the creation of wealth and its management. Together, they form a team equipped by training and experience in their disciplines to develop and implement effective strategies that foster individual and business clients’ long-term financial goals. Our approach is proactive, employing advanced risk and wealth management principles and sophisticated financial planning technology. Our promise is that we will make no recommendation that is not grounded in a deep appreciation of the client’s unique conditions and objectives. We have created this website to introduce financial concepts underlying the acquisition and retention of wealth – regardless of your own present capitalization: insurance, retirement and estate planning, and many other services. We hope you will be convinced of the value of working with our associates in the pursuit of your individual or business financial goals, whether your address happens to be in New Jersey, Califorina or any othe part of the country. Please bookmark this site and visit it often to obtain fast, easy access to market performance data. Information is updated frequently for your guidance. Marathon Benefits Group … Providing Personal Risk Management strategies and Insurance Counseling Where Our Clients Live & Work