Lagunitas Asset Management

CONNECT

Address:

1024 Iron Point Road, Suite 100
Folsom, CA 95630

Phone:

916.357.6656

 

 

 

 

 

 

 

 

 

 

 

Providing the "White Gloves" Treatment  exclusively to our Financial Clientele

Our principal focus at Lagunitas is to empower clients with the best tools to better their financial futures by acting as their financial concierge.  In June of 2013, we received approval as a Registered Investment Advisory firm from the state of California after being reviewed and approved by the Securities and Exchange Commision (SEC).  This affirrmed our practice as a fiduciary advisor and realized a life long dream for our founder, who has worked in the industry since 1997 while still in college.  Our experience in the industry and knowledge of its initricate nature will only help you make more intelligent and informed decisions.  

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client.  As our fiduciary responsibilty dictates, we will always endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and a diverse array of investments to help you reach your goals. We will not rest until they are realized! 

            

          

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck