Financial Advisor
/
Oceanside

First Command

Role of a Trusted Advisor

To understand the value we place on the role of an Advisor, you don’t have to dig much deeper than our mission statement: Coaching those who serve in their pursuit of financial security. We invest significant time and resources in helping our financial planners master the diverse skills they need to be an effective financial coach. Because we’re confident that the greatest value we deliver is the ongoing guidance of a knowledgeable and trusted Advisor.

Role of a Trusted Advisor

To understand the value we place on the role of an Advisor, you don’t have to dig much deeper than our mission statement: Coaching those who serve in their pursuit of financial security. We invest significant time and resources in helping our financial planners master the diverse skills they need to be an effective financial coach. Because we’re confident that the greatest value we deliver is the ongoing guidance of a knowledgeable and trusted Advisor.

 

 

First Command Financial Services, Inc. parent of First Command Financial Planning, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Securities and brokerage services are offered by First Command Financial Planning, Inc., a broker-dealer. Financial planning and investment advisory services are offered by First Command Advisory Services, Inc., an investment adviser. Insurance products and services are offered by First Command Insurance Services, Inc. in all states except Montana, where as required by law, insurance products and services are offered by First Command Financial Services, Inc. (a separate Montana domestic corporation). Banking products and services are offered by First Command Bank.
Securities products are not FDIC insured, have no bank guarantee and may lose value. A financial plan, by itself, cannot assure that retirement or other financial goals will be met.
First Command Financial Services, Inc. and its related entities are not affiliated with, authorized to sell or represent on behalf of or otherwise endorsed by: any federal employee benefits programs referenced by the U.S. government, the U.S. armed forces or any other third-party mentioned on this site.
In Europe, investment and insurance products and services are offered through First Command Europe Limited. First Command Europe Limited is a wholly owned subsidiary of First Command Financial Services, Inc. and is authorized and regulated by the Financial Conduct Authority. Certain products and services offered in the United States may not be available through First Command Europe Limited.
First Command is proud to be an FPA Alliance firm, recognized by the Financial Planning Association® (FPA®) for commitment to professionalism in financial planning. The Financial Planning Association owns the FPA Alliance trademark.
The First Command Educational Foundation is a separate 501(c)(3) public charity and is not affiliated with First Command Financial Services, Inc., or any of its affiliated entities.
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Address
4167 Avenida De La Plata Oceanside, CA 92056
Keyword
Banking, Financial Advisor, Financial Planner, Insurance
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