Santana Wealth Management
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General Information
Locality: Atascadero, California
Phone: +1 805-538-5068
Address: 7350 El Camino Real Ste 201 93422 Atascadero, CA, US
Website: www.santanawealthmanagement.com
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Whether you end up going with the conventional advice or going your own way, a professional opinion on your retirement income strategy could help you make the most of your resources and help you find the lifestyle that feels just right for you.
True or False? Sustainable investing is mostly about the environment. https://go.rjf.com/3wpJyx8
Happy Father's Day!
Happy Pride Month! Our Pride Financial Advisors Network here at Raymond James is ready to lead us in celebrating all month long. Learn more about diversity and inclusion at the firm:
Enjoy your 3 day weekend...
In observance of the holiday, our offices will be closed on Monday, May 31, 2021.
There are several ways to reduce your family's chances of becoming a victim of tax return identity fraud. Check out these prevention tips.
Pediatric surgeon. Nonprofit board member. Topiary artist. If there's one thing we all share, it's that our lives are all unique. A life well planned allows you to live your life. Learn more at www.lifewellplanned.com
Chief Economist Scott Brown discusses growing inflation concerns in this week's commentary. Learn more.
Remote work has had many impacts on our day-to-day life, but also the housing market. Read more.
Our offices will be closed on Thursday, November 26, 2020. Happy Thanksgiving!
If there is one characteristic that has been more prevalent than not throughout our country's history, it is that elections cause uncertainly within the equity market. CIO Larry Adam @LarryAdamRJ provides the lay of the land ahead of the election.
Check out the latest from Raymond James Equity Portfolio & Technical Strategy Director Mike Gibbs.
The Federal Trade Commission (FTC) reported that Coronavirus-related scams had cost Americans more than $70 million by June 25, 2020. These case studies can help you put up a defense against digital criminals.
Raymond James Equity Portfolio & Technical Strategy Director Mike Gibbs offers insight on what to expect with the markets today.
Learn from a charitable specialist in this on-demand video about the various charitable planning techniques that can be utilized this giving season.
Check out these 3 myths about voting and market volatility. Click to learn more: https://go.rjf.com/2RSMaAQ .
Things to know about today's market from Equity Portfolio & Technical Strategy Director Mike Gibbs.
Election Day is quickly approaching. Stay up to date about possible impacts to markets, the economy and longer-term policy:
Raymond James donates over $2 million to aid those impacted by COVID-19. Learn more about our commitment to local and national charitable organizations:
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