Broker Check

402 W Broadway Ste 400
San Diego, CA 92101


Arthur Muñiz CFP®, CEPA, AIF®

(619) 446-5672


Products & Services

We provide assistance in the following areas:

  • Annuities
  • Asset Allocation Programs
  • Business Retirement Plans
  • Capital Preservation Strategies
  • Common and Preferred Stocks
  • Corporate and Convertible Bonds and Funds
  • FDIC Insured CD’s
  • Wealth Management for International Clients
  • Government and Agency Bonds
  • Disability Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Traditional IRA’s, ROTH IRA’s, and 401k Rollovers
  • Tax Advantaged Municipal Bonds
  • Mutual Funds
  • Client Portfolio Management
  • Portfolio Analysis and Evaluation
  • Risk Management

No strategy assures success or protects against loss.
(Hablo su idioma.)