Phillip Niblo - Raymond James

Charles Alfaro - Raymond James is a financial advisory firm located in Palm Desert, CA, offering personalized financial planning services tailored to individual goals and risk tolerance. With a structured process, analytical insights, and personalized guidance, their team of experienced advisors helps clients achieve their financial aspirations and plan for a secure future. Specializing in serving retirees, healthcare professionals, non-profits, family offices, and corporate retirement plans, Charles Alfaro - Raymond James provides expertise and support to address the unique needs and goals of each niche. Their focus is on nurturing wealth, maximizing returns, and ensuring financial security for clients, guided by the belief that it's not just about making money, but also about preserving and growing it for future generations.Generated from the website

Four C Financial is an independent investment firm based in Palm Desert, California, and is the vision of experienced financial advisor Dustin Metcalf. Over the last 10 years, we have worked with a variety of clients in more than 15 different states and across several industries, including healthcare, technology, entertainment, and sports.