Riskalyze - What's Your Risk Score?

Take advantage of our complementary portfolio risk assessment tool that examines your current investments, financial goals and risk tolerance to identify your unique risk score.

Get Your Free Risk Score By Selecting An Advisor

Sandra Torres, CRPC®, Financial Advisor

Sandra Torres' pictureLa Mesa, El Cajon, and Santee

To schedule your complimentary, no obligation consultation, call (858) 636-4248.

RISK ANALYSIS

Reynaldo Perez, Financial Advisor

Reynaldo Perez's pictureTemecula, Murrieta, Menifee, Escondido, Oceanside, and San Marcos

To schedule your complimentary, no obligation consultation, call (858) 636-4260. Speaks English and Spanish.

Risk Analysis

Brett Gatta, Financial Advisor

Brett Gatta's picturePoway, University Heights, Hillcrest, National City, Solar (secured branch) and SDSU

To schedule your complimentary, no obligation consultation, call (858) 636-4226.

Risk Analysis

Kyle Johnson, AAMS®, Financial Advisor

Kyle Johnson's pictureKearny Mesa, Clairemont, Scripps Ranch, Mira Mesa, Encinitas and University City.

To schedule your complimentary, no obligation consultation, call (858) 636-4241.

RISK ANALYSIS

David Lautz, AIF®, Financial Advisor

David Lautz Photo

National City, Chula Vista, Downtown, East Village and Otay Ranch.

To schedule your complimentary, no obligation consultation, call (858) 636-4259. Speaks English and Spanish. 

RISK ANALYSIS

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Securities offered through Securities America, Inc., Member FINRA/SIPC. Advisory services offered through PFG Advisors. California Coast Financial Services, California Coast Credit Union, Securities America, and PFG Advisors are separate entities. Securities America and its representatives do not provide tax or legal advice. Trust services provided by Premier Trust, a subsidiary of Ladenburg Thalmann.

CLICK HERE FOR A COPY OF PFG ADVISORS' RELATIONSHIP SUMMARY (FORM CRS)

CLICK HERE FOR A COPY OF SECURITIES AMERICA, INC'S RELATIONSHIP SUMMARY (FORM CRS)

Free and simple tools are available to research firms and financial professionals at INVESTOR.GOV.CRS, which also provides educational materials about broker-dealers, investment advisors, and investing. 

Not NCUA Insured Not Credit Union Guaranteed May Lose Value

This site is published for residents of the United States and is for information purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

Make an Appointment

To set up an appointment with a Financial Advisor, please complete this form.