About My Practice
I help clients create abundance in their lives. Let me help you find meaning for your money.
You may have seen drastic changes in your personal finances over the years. There's no reason you have to navigate this complexity on your own.
Experience
Prior to financial planning, I worked 12 years at a Fortune 500 medical technology company working as a statistician and project manager, developing products to help doctors make good decisions.
With financial planning, my passion, I help clients make good financial decisions for the right reasons.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 66
Insurance Licenses
Life insurance: CA, Health/disability insurance: CA, Fixed annuities: CA, Variable annuities: CA
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Broker-Dealer Affiliation
Securities America, Inc. - Securities Licensed in CA, CO, VA
Broker-Dealer Disclaimer
Securities offered through Securities America, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc., A SEC Registered Investment Advisory firm. Marc Bacsafra, CRD # 5644413, CA Insurance License # 0G77470, Representative, Fountainhead Wealth and the Securities America companies are not affiliated. Securities America and its representatives do not provide tax or legal advice. Please consult the appropriate professional.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
