Spinnaker Investment Group
Spinnaker Investment Group
Categories
Financial Services Investment Services Insurance Insurance-Medicare Wealth Management Insurance- Life Financial Advisors-Consultants Insurance- Health Insurance- Long Term Health Care
About
Spinnaker Investment Group is the premier financial planning firm in Southern California. Through our diverse array of expertise, financial managers and portfolios, we are able to help each client to gain the financial independence and earnings that they need. At Spinnaker, we believe in goal-based investing and portfolio vigilance.
Contacts
Mr. Joseph Stapleton
President
Jackie Adler
Mr. Morgan Christen
CEO
Ms. Nicole Naughton
Portfolio Administrator
Ms. Jaril Tudio
Investment/Insurance Consultant
Anika Wilson