Broker Check

"An investment in knowledge pays the best interest." Benjamin Franklin

 Louis Batmale is the only advisor to receive the Forbes Best-In-State Wealth Advisor award (2021-2024). The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.          

                           

Meet Our Team Of Professionals

Donna A. Zermeño, FPQP™

Donna A. Zermeño, FPQP™

Financial Paraplanner Qualified Professional™, Chief Operations Officer, Notary Public

(415)256-8970

(415) 256-8966

George A. Craig

George A. Craig

LPL Financial Advisor

415.892.7766

415.898.6072

Debbie  Sciutti

Debbie Sciutti

Customer Service Representative

415-892-7766

415-898-6072

Heidi M. Ingram

Heidi M. Ingram

Administrative Assistant

415-892-7766

415-898-6072

Strategize

Strategize

Our approach to comprehensive wealth management is a fundamental belief that we must first understand the “complete picture” before we earn the right to offer you our financial and investment advice and that we aim to understand the importance of our clients dedication to family and community and the commitment to their financial future.

Download our Free Social Security Ebook!

Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.