Licenses

Lindsey M.M. Sherer is a Certified Financial Planner™ professional

CERTIFIED FINANCIAL PLANNER™ professionals are rigorously trained in most areas of financial expertise and must accrue hundreds of hours of experience before earning their certification. 

  • Lindsey M.M. Sherer is licensed to sell insurance products in the following jurisdictions: California and Nevada
    Domiciled in California
    California Insurance License #(CA): OF78303
    Lindsey is registered to offer securities in the following jurisdictions: Arizona, California, and Nevada

  • Andrew Vincent Marin is licensed to sell insurance products in the following jurisdictions: California
    Domiciled in California
    California Insurance License #: 0I26458

  • W. Kent Althouse is licensed to sell insurance products in the following jurisdictions: California
    Domiciled in California
    California Insurance License # 0E61482
    Kent is registered to offer securities in the following jurisdictions: Arizona, California, Colorado, Idaho, Kansas, Nevada, New Jersey, North Carolina, Utah, Washington

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