CFS covers many wealth management and financial planning needs, including:
To talk to us about Yolo Federal Wealth Management, please contact CFS Financial Advisor, Shanel Dubique via email, phone, or video call:
Shanel Dubique, CFS Financial Advisor
Phone: 858-882-6572 Ext. 6572
Email: Shanel.Dubique@atriawealth.com
Shanel is a licensed professional, trained to objectively analyze your investment needs and help you create a financial plan designed to meet your unique goals. Schedule a no-obligation phone appointment with Shanel and gain valuable information on financial planning topics that include:
“As a financial consultant, I want to partner with you to create a plan for not only now, but throughout your lifetime. Turning your financial concerns into financial confidence by helping you take the guess out of invest.”
Registered through CUSO Financial Services, L.P.
Series 7 — Securities Representative Series 66 — Investment Advisor CA Insurance License #0M23356 NEXT Financial CA Agency Licenses #0I27725 / 0C7838
Educational Background
Dominica State College
Contact Information
Shanel Dubique, CFS Financial Advisor
Phone: 858-882-6572 Ext. 6572