Denisse at Bay Street | San Diego, CA

  • Total Hires: 7 times
  • Service Area: San Diego, CA
  • Team Size: 9 employees
  • Business Duration: 7 years
Denisse at Bay Street

Business Hours

Currently, we do not have any information about this provider's business hours. We recommend reaching out to them directly for specific details.

Payment Methods

  • Square Cash App

Services Offered

Service type

  • General financial planning
  • Retirement planning
  • Life insurance review
  • Investment review
  • Tax planning
  • College planning
  • Trusts or estate planning
  • Annuities
  • Mutual funds
  • Home purchase

Work location

  • My customers travel to me
  • I travel to my customers
  • I work remotely (phone or internet)

About

Denisse has been in the financial industry for 16 years. She has experience dealing with small businesses, startups, and individuals as they work to achieve their plans and goals. Due to her Hispanic roots, she is very passionate about bringing financial knowledge to under-served individuals and communities. With a degree in Economics from San Diego State University and a strong sense of family and community, Denisse aims to bridge the gap between sound financial decisions and personal fulfillment, allowing clients to make decisions and take actions they can truly feel good about.

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License

This service provider might not be licensed, so we strongly recommend that you reach out directly to inquire about their license status.

Verification

  • Background Check
    • Denisse Arebalo
    • Completed on 9/30/2022

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