Team
At 4T Financial, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management analysis
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s a good approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
Sue is the newest addition to the 4T Financial family. She is responsible for client-oriented and administrative tasks and is dedicated to providing a superior caliber of service to all of our clients. Prior to joining 4T Financial,...
Connor grew up in a small town in Northern California near Sacramento. He moved to San Diego after high school to attend San Diego State University where he earned his bachelor’s degree in finance.Connor worked in customer...
Geoff was born and raised on the East Coast in Massachusetts. He attended the University ofMiami (FL) for a year to study Engineering before transferring to the University ofMassachusetts to earn a BBA in Marketing. Upon graduation, he...
