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Andrew Rosner, President and Managing Advisor at Encore Wealth Partners, has been in practice as an investment advisor since 2012 and holds Series 7 and 66 licenses for investments as well as insurance licenses for Life, Health, Disability, and Long-Term Care insurance...

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Carlsbad, CA area, Jose Vicente Jr will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.