Advent Financial Services

CONNECT

Address:

4540 Kearny Villa Rd. Ste. 202
San Diego, CA 92123

Phone:

858.654.1024

Fax/Other:

888.515.2009

Qualifications

Reasons Why More Retirees Should Consider Turning to Advent Financial 

 

 

1) FOCUS ON THE INDIVIDUAL

  • Since 1983, Angeli Forster & her team have kept their focus on providing retirement services for individual investors.

2) HANDS ON APPROACH

  • Angeli Forster and Joseph Tansey take a hands-on approach to investing. Their one-on-one approach can help you make appropriate decisions.
  • Client referrals have helped us to grow and we take pride in guidong our clients towards their retirement goals.

3) EXPERIENCE

  • Angeli Forster is a former financial planner and financial analyst for SDG&E. Prior to that she was an accountant. She holds an MBA in Finance and a BS in Finance. Angeli and Joseph have over 45 years of combined experience in Finance.
  • See "Career Profile/Resume" for more information.

4) RETIREMENT SERVICES

  • Professional Retirement Planning Program
  • Lump Sum Distribution and IRA Rollover Analysis
  • Portfolio Management Programs
  • Risk Management Programs
  • Wealth Preservation Planning

5) INVESTMENT EDUCATIONAL WORKSHOPS

  • We offer ongoing investment and retirement workshops. Our workshops give an in-depth look at how to make important financial decisions in addition to providing you with information about certain investments.


 

For a FREE consultation, please call Joseph Tansey at 858-654-1025 or Angeli Forster at 858-654-1024 or her cell at 619-997-2601.

 

 

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