Delores Martini

President

Phone: 805-934-5244
Fax: 805-934-5344
Mobile Phone:Cell 805-714-9509
E-mail: dee.martini@lpl.com

Delores has over 26 years experience in the securities industry, 5 of which were in the "back office" administrative/ operational responsibilities. She successfully passed her series 7 in 1985, She earned her CFP® (Certified Financial Planner) designation in July of 1991 and her CRPC® (Chartered Retirement Planning Counsoler) in 2010. She completed the Principal/General Supervisory license in 1994. In addition she holds licenses to analyze & recommend various insurance vehicles if appropriate.