Lagunitas Asset Management
A boutique advisory firm that builds custom investment portfolios and provides comprehensive financial planning for our high net worth clientele, in El Dorado Hills, CA-Portfolio management -Retirement planning -Roth, Traditional & SEP IRA's -Estate planning -Tax-efficient investing -Charitable gifting -Legacy planning -401(k)’s, Pension Plans, Defined Benefit Plans
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Cassandra Barry
Client Care Lead Head of Insurance Services Life, Medicare, Long Term-care · Other
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Top roles at Lagunitas Asset Management
1 distinct titles indexed · top 1 shown.
- 1client care lead head of insurance services life, medicare, long term-care
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