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Financial Planning

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Insurance

We create strategies that are tailored to your needs and goals.

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



Meet Our Team Of Professionals

Louis F. Batmale, AIF®

Louis F. Batmale, AIF®
Accredited Investment Fiduciary®

LPL Financial Advisor, Principal and Owner

415.256.8970

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

Lauren A. Patterson, CFP®, AIF®

Lauren A. Patterson, CFP®, AIF®

LPL Financial Advisor

415.892.7766

415.898.6072

John D. Clifford, CFP®

John D. Clifford, CFP®

Investment Assistant

415-892-7766

415-898-6072

Heidi M. Ingram

Heidi M. Ingram

Administrative Assistant

415-892-7766

415-898-6072

Debbie Sciutti

Debbie Sciutti

Customer Service Representative

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.