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Charles Triana
Investment Adviser Representative
OFFICE: 916-846-0960
MOBILE: 916-846-0960
SERVICE AREA:
California
California
OFFICE LOCATION
1139 Smith Lane | Roseville, CA, 95661
1139 Smith Lane | Roseville, CA, 95661
HOURS
Schedule a phone call or Appointment
Schedule a phone call or Appointment
Areas of Focus
- Life Insurance
- Retirement Planning
- Medicare AHIP Certified
- Investment Planning
- Roth IRA Conversion
- Annuity (Qualified and Non Qualified)
- 401(k) Rollover
- Managed Money Accounts
- Living Trusts
- Guidance on how to maximize Your Social Security
Interests & Community Participation
As an Investment Advisor, I consider myself fortunate to earn the trust of my clients. My goal is to prepare their finances strategically, laying the foundation for a financially stable future for both them and their loved ones. I approach my job on a person-to-person basis, aiming to understand my clients’ unique needs and wants. My focus is on maximizing the benefits and programs they are already receiving.
Experience
Investment designations received & Certifications:
- Series 65, 6, 63 & 65, SIE
- Specializing in Medicare & AHIP Certified Since 2015
MARKETWATCH
The content contained herein is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services. Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. Past performance is not a guarantee of future results and clients should not assume that future performance will be comparable to past performance.
Our Form ADV Part 2A firm disclosure document is available for review. View Form ADV Part 2A, call or email to request a copy. This document contains detailed information about Royal Fund Management, LLC and the services provided.
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