LTWM is Proud to Announce the Hiring of Our Newest Team Member, Angel Escobedo

We are delighted to introduce our newest team member, Angel Escobedo.  After graduating from Texas Tech University's Personal Financial Planning program in December of 2017, he moved from Texas to Sacramento, California to join our team as a Financial Paraplanner.  He works from our Folsom office and supports our entire team.  He assists our planners in servicing client needs including tasks such as new account set-up and general administration, support with financial plan updates, and he has provided a breath of fresh air to our social media use and engagement.  He plans to sit for the CERTIFIED FINANCIAL PLANNERTM exam within the next year in preparation for his career as a LTWM Financial Planner.  Please give him give him a warm welcome as he is a valued member of our Team!

Annual Updated Form ADV, Supplement Brochures, and Privacy Policy Now Available

The Lake Tahoe Wealth Management Insider, - Market and Economic Commentary Q1 2018