Cody Roulier - LPL Financial

Kingswood Dking is a San Diego-based financial firm specializing in personalized strategies for high-net-worth individuals and families. Their comprehensive services include portfolio management, retirement planning, risk management, estate planning, life insurance, and financial education. Led by experienced advisors, Kingswood Dking helps clients achieve long-term financial goals through a holistic approach, focusing on individual needs and providing informed decision-making for a secure financial future. With a reputation for excellence and client-centric strategies, Kingswood Dking is a trusted partner for comprehensive financial guidance.

Paul started his career in the early 90’s at Smith Barney before joining Merrill Lynch in 2000. In 2007, Mr. Curnutte joined LPL Financial and moved from Denver to Vail, Colorado where, he built a wealth management practice to provide financial planning and investment strategies to a select group of individual investors and families on an objective and independent platform.

Securities America is a financial services firm located in San Diego, CA. The firm offers a wide range of financial services, including: Investment Management: Securities America can help you create a personalized investment portfolio that meets your specific needs and goals. Our experienced investment advisors will work with you to understand your risk tolerance and time horizon, and then develop a strategy that is designed to help you achieve your financial goals. Financial Planning: Securities America can help you create a comprehensive financial plan that takes into account all of your financial needs, including retirement, college savings, and estate planning.