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Guiding people – not just portfolios – through the most pivotal chapters of life.

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1211 Newell Ave, Suite 230
Walnut Creek, CA 94596
M-Th: 9a-5p | Fri: 9a-4p
(925) 465-6384

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Check the background of your financial professional on FINRA’s BrokerCheck. LPL Financial Form CRS.

Edward Caballero is a registered principal, Craig Rochin is a registered representative, and Dino Duque is a registered administrative associate with LPL Financial. Securities and advisory services are offered through LPL Financial, a registered investment advisor, Member FINRA / SIPC.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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Team Category: Client Services

Cicelia McGee

Dino Duque

Dorothy Wilcox

Guiding people – not just portfolios – through the most pivotal chapters of life.