As president and chief executive officer of 7 Streets Financial, Travis Lewis develops custom retirement plans that take into account each client’s current financial situation, goals for the future and any challenges that may stand in the way of achieving those goals. He works with clients to improve their financial...
Read MoreJoe Duca is a senior founding partner of 7 Streets Financial. With more than 20 years of experience creating customized portfolio solutions and disciplined investment strategies, Joe oversees all client-related activities and provides research input on asset allocation and portfolio implementation. He leads the firm’s Northern California branch office and...
Read MoreBridget provides dedicated assistance to clients by helping them pursue a more organized, cohesive, and thoughtful approach to their financial lives. She enjoys working with people to determine their goals and assist Financial Advisors so they can provide proper guidance and strategies to help work towards them. Bridget began her...
Read MoreAs president and chief executive officer of 7 Streets Financial, Travis Lewis develops custom retirement plans that take into account each client’s current financial situation, goals for the future and any challenges that may stand in the way of achieving those goals. He works with clients to improve their financial...
Read MoreJoe Duca is a senior founding partner of 7 Streets Financial. With more than 20 years of experience creating customized portfolio solutions and disciplined investment strategies, Joe oversees all client-related activities and provides research input on asset allocation and portfolio implementation. He leads the firm’s Northern California branch office and...
Read MoreBridget provides dedicated assistance to clients by helping them pursue a more organized, cohesive, and thoughtful approach to their financial lives. She enjoys working with people to determine their goals and assist Financial Advisors so they can provide proper guidance and strategies to help work towards them. Bridget began her...
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