Experience, integrity and dedication to her work, are qualities that Joan Tozer brings to her clients. Financial planning, at all stages of life, can be a formidable task; therefore is often dreaded or worse yet, neglected in the busyness of our lives. Joan can help successfully navigate you through this planning process, so that together, you can build a custom tailored financial plan that may help to maximize your investment results and leave you feeling more knowledgeable and confident about your financial future. She cares about her clients and their success. In both her personal and work life, she values her relationships, honesty and results. Joan holds financial registrations as a Registered Representative and an Investment Advisor Representative in the state of California.
Joan is the mother of three amazing grown sons and has resided in Santa Barbara, California for the past thirty three years. She has also had the privilege of a career in the medical field. Her hobbies include hiking, biking, snorkeling, ballroom dancing and travel.
Please feel free to Contact Me, I will be happy to help you with any questions you might have and to help you develop your own personal financial plan to build wealth.