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    • Wed, May 04, 2011 - 08:46pm

      #3
      brianboru

      brianboru

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      Joined: May 05 2009

      Posts: 8

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      Thank you very much–I will

    Thank you very much–I will check him out further. In looking at his website, it seems that he manages several funds that you can buy into, but does not do customized financial planning for individuals beyond helping to determine which of their funds would be appropriate. While I’m not ruling it out, I believe I need more detailed planning.

    Anyone having information on other West Coast advisors, please post here.

     

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