Blaine Shira
Wealth Manager at Citrus Wealth Management
- Role
- Wealth Manager at Citrus Wealth Management
- Location
- Redlands, CA, US
- LinkedIn followers
- 500 followers
About Blaine Shira
Blaine\'s career in finance began in 2013. As a wealth manager, Blaine enjoys assisting clients towards and through the journey of retirement. His assistance services include dynamic and personalized financial planning, conscious investment management, social security and medicare assistance, and estate planning support. Ca Insurance License: 0I80760 For important disclosure information, please see \"Social Media Disclosure\" link in the \"Contact Info\" section.
Experience
Wealth Manager
Jan 2018 — Present · Redlands, CA, US
Securities offered through Raymond James Financial Services, Inc, Member FINRA/SIPC Citrus Wealth Management is not a registered broker/dealer, and is independent of Raymond James Financial Services, Inc. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc.
Education
University of Redlands
Master of Business Administration - MBA, Finance, General
2014 — 2015
College for Financial Planning
Asset Managment
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