Team
Jim Peters, CLU, ChFC
Financial Advisor
(949) 631-3837
A cornerstone of financial planning is the recognition that everyone's economic and life situation is unique. Personalized service is essential when matching clients with the right financial products and services.A commitment to...
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Sharyn Peters
Office Operations Manager
Sharyn M Peters has been working in an office managerial role since 2004. Since 1994 she has been assisting James V Peters' in his office set up and organization. Her certificate in Insurance Underwriting was awarded to her in 1997 and...
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