Bragg, Jane

John Banuelos, owner of Financial Alliance, has been advising clients on various tax and financial issues for over 36 years. John received his Bachelor of Science degree in business with a major in accounting from the California State University, Fresno in 1976. In 1987, he earned his certification as a Certified Financial Planner (CFP)A. In 2011, John was admitted to practice before the I.R.S. as an Enrolled Agent (EA), allowing him to represent clients on many tax issues before the Internal Revenue Service. John applies his tax & financial planning knowledge & experience to help individuals take the needed steps to pursue their financial goals. He advises & helps to address any concerns in the area of taxes, insurance, estate / retirement planning, & household income management. Establishing realistic goals & objectives Evaluating current financial resources Developing a customized workable plan Implementing strategies to help pursue these goals Monitoring the progress

Private Wealth Advisors is a boutique financial firm based in Fresno, CA, specializing in portfolio management for high net worth families and organizations. With a focus on providing personalized investment advice and services, they cater to a discerning clientele seeking expert guidance in wealth management. Committed to delivering market and economic insights, Private Wealth Advisors offers a range of research and analysis through their blog and internal reporting. Their team of experienced professionals, led by Marty Mazorra, CFP, ChFC, provides comprehensive financial solutions tailored to the unique needs and goals of their clients.Generated from the website