California Coastal Region

Money Concepts International Conference at the Atlantis in the Bahamas Was Awesome!...A great setting, lots of information, updates and amazing speakers .

The Milpitas Complex served us well over the 9 years we were there but I won't miss the 18 stairs in our old office, or the commute to Milpitas!

Well the new "California Coastal Regional Office" is done and the move finally commenced this weekend! There is nothing like reallocating fresh positive energy into a new positive environment for assisting people with developing more comfortable lives!

5 days until the office move! Electrical, IT infrastructure, insulation and sheet rock.....Check!

How do you determine your market risk tolerance? https://www.foremostadvice.com//17187405202015_163846.Sing

The new office is coming along! Only 10 Days until the move!

The Money Concepts family

Please check out our regional web page to learn more about the Money Concepts Family!

For those that are close to or entering retirement. This is a good read! https://www.foremostadvice.com//ConceptPiece.23591486-3207

We need to stay up on financial laws and available products in our business!.. The trainings and updates are always on going. Here is our north coast regional training room with a quick product update from Neil, along with a review of what is happening in today's markets.

We would like to extend a warm welcome to George Haas from Capitola, CA! He has just recently joined our family of financial advisors here in the California Coastal Region. Welcome George!