Cheng Julia Pinnacle Financial Insurance Services is a successful wealth management and estate planning firm based in San Diego, CA. Led by Julia Cheng, a highly respected financial advisor with over 35 years of experience, the firm provides comprehensive financial, business, and estate planning services to a diverse clientele. With a prudent and unbiased approach, Julia and her team offer effective and sound recommendations to help clients achieve their financial goals.
The firm also boasts Don Rosborough, Director of Advanced Markets, who brings three decades of experience in insurance planning to the Advanced Planning Center. Don's expertise ranges from policy appraisals to business planning and wealth transfer, making him a valuable asset to the firm. Together, Julia Cheng and Don Rosborough lead a team dedicated to providing exceptional service and guiding individuals along the road to their financial dreams.
Generated from the website