hero-image
"The essence of investment management is the management of risks, not the management of returns." - Ben Graham
hero-image
"When you come to a fork in the road, Take it." - Yogi Berra
hero-image
"Act in haste, repent at leisure." -Evelyn Parker
hero-image
"Always temper your enthusiasm with facts." -Hardemann Gwimm
hero-image
"The best way to your future is to create it." - Abraham Lincoln

3591 Sacramento Dr Ste 102 ,
San Luis Obispo, CA 93401
Phone:
  • 805-544-4088

WELCOME TO MEDALLION FINANCIAL & INSURANCE SERVICES LLC

Our firm exists to provide:

  • Wisdom
  • Knowledge
  • Respect
  • Kindness

As you move along your financial journey, we can help you:

  • Build Wealth
  • Stay in control
  • Help solve your dilemma’s
  • Be a resource to you and the people you care most about

In short, we help Clients sleep well at night.
We offer a one hour complimentary consultation, where you can share what you want to achieve and determine if we might be of service to you.

Calculators

You can review interesting calculators on my site.

View Calculators

Contact Us

Please feel free to contact us with any questions.

Contact Us

Videos

We have interesting videos for you to watch on my site.

View Videos
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck