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Everyone wants to be on the path to financial success, but the road isn't always obvious. I have educational resources to help you and your loved ones find the way. Let me know how I can help! https://docs.rbcwealthmanagement.com/us/68599-Wealth-Insights-Young-Professionals-Brochure.pdf
A big thank you to RBC Wealth Management for hosting a Day at the Races! The Pacific Group enjoyed a beautiful day at the Del Mar Racetrack surrounded by clients, colleagues, and new friends. Events like these showcase how RBC not only supports and values their advisors, but prioritizes the importance of meaningful client interactions and deepening client relationships.
Last week the Pacific Group enjoyed some team bonding as we cheered on the Padres. Getting out of the office and spending time together outside of work is always valuable – it builds stronger relationships, better communication, and a more connected team.
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Even during volatile markets, staying invested over time has its rewards. Contact me to talk about consolidating your retirement assets at RBC Wealth Management and get a plan to help achieve your long-term goals.
Read MorePlease join me in congratulating Steve Lahre for being named one of the 200 advisors to watch with over $1B assets under management by AdvisorHub. The list highlights innovative, forward-thinking advisors and their teams who focus on growing their business without compromising their level of service.