Team Member Details
About Me
A Central Valley native, Simren obtained his B.S. in Business Administration (Entrepreneurship) from California State University, Fresno. Simren enjoys turning complex financial decisions into clear, actionable strategies for clients. He takes pride in building meaningful relationships and creating long-term value through financial planning. Outside of work, he enjoys watching sports, spending time at the beach and traveling with family.
Education
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California State University, Fresno, B.S. in Business Administration (Entrepreneurship)
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Chartered Retirement Planning Counselor, CRPC®
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