LLC, we strive to provide our customers with top-notch real estate services. We focus on searching property, such as professional financial advisors, inspection specialists, construction and repair experts, pest control companies, and title and escrow

in San Diego County for more than 10 years. We specialize in serving teachers, militarya customized financial plan to secure their financial future. We are an independent Registered Investment Advisor and fiduciary that does not have any affiliations with any brokerage or insurance company.

As a financial consultant with a series 65 license as a Registered Investment Advisor, Shawn Loddy - SML Advisory focuses particular risk profile of the individual client. Our top priority is to make sure our clients never take big losses and that over a 5-10 year timeframe they should not lose money.

At Cobalt PacWest CPAs | Business + Tax Advisors, we are dedicated to delivering top-notch tax planning, federal and state individuals, business owners and small to medium-sized companies. Our team is committed to giving our clients our expertise, you can be confident that your financial matters are in good hands.