Broker Check

Our Qualifications

Robert Borish is qualified and licensed to sell a variety of investment and insurance products; he holds various professional designations:

  • FINRA Registrations: Series 7, Series 66
  • Insurance Licenses: Life Insurance, Variable State of California Insurance License #0G19942
  • Designations: CPA

We provide clear, easily understood explanations of financial products and services. The personalized program we provide is a roadmap to working toward a more secure financial future.

We look forward to using our expertise to help you pursue your financial goals.