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3780 Kilroy Airport Way
Suite 320
Long Beach, CA 90806



The Latte Lie and Other Myths It Was the Best of Times, It Was the Worst of Times The Cost of Procrastination When Special Care Is Needed: The Special Needs Trust

Foresight. Patience. Greater Confidence.


3780 Kilroy Airport Way Suite 320
Long Beach, CA 90806

Capital Investment Advisers is a financial services and investment management firm that specializes in serving retirees and pre-retirees in the Long Beach area. My company is built on a solid foundation of exceptional client service, industry experience, and in-depth market knowledge.

I understand that investors face challenging markets and an overwhelming number of choices. I work with clients to develop comprehensive financial plans that will help pursue their financial goals while helping to preserve their wealth.

I invite you to learn more about my firm, my financial planning philosophy, and me.

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