Financial Advisor

(760) 230-1880
famelio@focusinvestment.com

Focus Investment Advisors provides comprehensive retirement planning and financial planning strategies for the private sector as well as government/ civil service employees and unions.  Our background as a firm is, Investment Consulting on both the individual participant and plan trustee level for employee benefit plans.  Our goal is to be a comprehensive resource to plan participants  and build a trusted advisor relationship with employees and plan trustees.  We pride ourselves on providing investment education as well as planning to address the needs of each individual.  We are an independent firm offering no in house “products”, which leaves  the opportunity to be completely unbiased and provide simply what is best for the client to address their specific needs.  We are able to provide Investment advice, insurance, college planning, contingency planning (estate planning), retirement benefit selection, managed money and retirement income strategies.  Our advisors are series 6 or series 7 registered through LPL Financial and are registered investment advisors with the SEC.  We at Focus Investment Advisors have 25 plus years of experience in assisting clients in making the right choices.