Jorden Bastien

www.foothillfa.com

Financial Adviser at Foothill Financial Advisors, Inc. in Claremont, CA

About

At Foothill Financial, we never lose sight of the fact that YOU —our clients — are the top priority. We offer investment and financial advice with your best interests in mind and take pride in running our business with transparency and accountability. At Foothill, we strive to eliminate conflicts of interest in making investment decisions. Rest assured, we will never try to “sell you” on a specific financial product, service or investment fund unless we truly believe it fits into your long-term goals, asset allocation model, and risk level. We are committed to providing robust investment management services delivered with a high level of personal service. Depending on your unique financial profile and investment goals, our services may include: •Planning for Retirement •Investment Management •Estate Planning Overview •College Planning •Asset Protection •Transition Services (widowhood or divorce)

Address
250 W 1St St Ste 248 in Claremont, CA 91711
Info
None specified

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Specialties

  • Bonds & Fixed Income
  • Education Savings
  • Equities
  • Mutual Funds
  • Retirement Planning
  • Risk Management
  • Tax Advantaged Investments

Servicing

Credentials

Licenses

Series 65
License # CRD#6064289

Background

Experience

Senior Sales Consultant
Financial Advisor

Education

San Diego State University