Our Recommended Financial Planners

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  • Merril Lynch Wealth Management
     

    Christina B Henderson

    Newport Beach, CA

    Telephone:9494672519

    Email:christina.b.henderson@ml.com

     
     
  • Gamble Jones Investment Counsel
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    Jim Spina

    Financial Planner

    Pasadena, CA

     

    Jim became a member of the Gamble Jones Investment Counsel team in 2003 after spending twelve years managing the western region of a distribution channel for a major securities broker/dealer. During that time, a staff of 100+ greatly benefited from Jim’s financial planning skills, investment knowledge and hands-on management style. Jim became a principal in 2003 and continues to provide support to the Gamble Jones Investment Counsel portfolio managers in the additional areas of a client’s finances beyond traditional portfolio management.

     
     
 
 
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