Financial Services in San Jose, CA
Financial Services • Insurance
Blair believes financial success takes on different looks in varying stages of life for different people. Having someone who can sit back and understand what kind of person you are, not what kind of product you can fit into, can help you ask the right questions. Seven years of experience combined with the resources of Principal help Blair deliver comprehensive solutions to his clients’ financial goals. Blair holds series 6, 7, 63, 66, 24, and 51 registrations and practices comprehensive financial planning. Blair primarily works with companies with their retirement plans and provide their employees with knowledge, confidence and education to help them improve their long-term financial outlook.
408-533-9870
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Worldwide > United States > San Jose > Financial Services