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Tate Asset Management

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Tate Asset Management

5531 Cancha de Golf

Suite 105

Rancho Santa Fe, CA 92091

888-500-9267
 

Team

At Tate Asset Management, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Chris Tate

Certified Financial Planner

(888) 500-9267

(858) 461-6151

Chris began his career at Merrill Lynch's Private Client Group in La Jolla, California, where he provided high net worth clients and institutions with a wide variety of services, from tax-efficient portfolio management, stock option...

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