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Sign in Important information
Home
About
Wealth management approach
Retirement
- Retirement income planning
- Retirement distribution options
Insights
Contact

The importance of focusing on time horizon

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James Sugay, NMLS # 634257 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

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Obtain more information about this financial advisor on FINRA's BrokerCheck website

Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.

Contact information

James Sugay

Senior Vice President - Financial Advisor,
Consulting Group

Phone: 925-949-5208

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Walnut Creek
1331 North California Blvd., Suite 650
Walnut Creek, CA 94596
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