Lagunitas Asset Management

CONNECT

Address:

1024 Iron Point Road, Suite 100
Folsom, CA 95630

Phone:

916.357.6656

Our Qualifications

For each of the past seventeen years that we've spent in this field, we have endeavored to serve individuals, institutions, and businesses in Folsom by helping them make intelligent and informed investment decisions that help carry them to their goals.

Each of our advisors has extensive personal and professional experience and hold various professional designations in the financial world.  We're here to listen to you first, and then tailor each solution to best suit your needs.

We are dedicated to developing lasting relationships with all of our clients and their team of other professionals. We believe a key attribute in seeing you succeed is the team approach, as the best and most successful organizations win when everyone contributes.  It's no suprise then that the best and most successful financial plans occur when your lawyer, your CPA, your fiduciary, and your financial planner are all on the same page. 

One of the benefits of working with us is our "listen first, talk second" approach with clients.  No matter how long it takes, we will sit, listen and learn about everything that is important to you about your money, family and future.  From there, we make financial plans simple, easy and straight-forward for clients to understand. Once you hire us and set the process in motion, we do the rest!  It's time for you to put your feet up, enjoy your life, and let someone else do the heavy lifting....give us a call today at 916.357.6656 to do just that.

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