by Jennelle | Mar 10, 2023
Ron lives in CA and has his Life and Health licenses in CA, OK, and TX. He has a passion for assisting individuals and families with understanding Financial Literacy first and foremost. Understanding the financial rules of the game, he believes, are imperative and an...
by Jennelle | Mar 10, 2023
bio coming soon
by Jennelle | Nov 16, 2022
Charlie Jewett is an Author, Speaker, Recruiter, Trainer, Podcast Host, Consumer Advocate, and Investment Advisor from Sacramento, Ca. Since 2005 Charlie has been trying to change how industry professionals and consumers think about Retirement. Charlie focuses on...
by Jennelle | Nov 16, 2022
Patricia Schreiter, an experienced and trusted financial advisor, is known for helping, educating, and supporting clients as they develop strategic financial plans for their future. Working with individuals and businesses, Patricia creates customized strategies...
by Jennelle | Nov 16, 2022
Anna Felix is a California native and Smart Money Strategist. Her background is in education and linguistic intelligence. Her roles as wife, mother, interpreter, business consultant and business owner were fulfilling and brought her happiness. When she became a widow...
