The Advisory Group:
Navigating Your Financial Future

CONNECT

Address:

20955 Pathfinder Rd Ste 110
Diamond Bar, CA 91765

Phone:

909-869-7880

Fax/Other:

909-869-7680

Pene Birckett

Pene Birckett

Client Relations Associate

Contact Pene to schedule meetings or calls with your Advisor.

Pene is the connection between our clients and our Advisors. She knows where the Advisors are, how they can be reached and how best to communicate with them. To be sure you have uninterrupted time with your Advisor, she will schedule meetings or calls with your Advisor. She also works with the regulatory side of client relations, sending out forms and updates as required by state and federal agencies.

 

Pene is not registered with FSC Securities Corporation.

 

 

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