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Enjoy your visit here.
Waters & Associates is a California Registered Investment Adviser. We offer comprehensive fee services to individuals, families and businesses and maintain a fiduciary relationship with our clients. Waters & Associates, is owned by Jane C. Waters, CFP®, former President of the Los Angeles Society, Institute of Certified Financial Planners (1999) and former Co-Chairman of the Financial Planning Association, Los Angeles. (2000) We have been offering financial services since 1986.
Our mission is to assist clients in achieving their life goals and financial planning objectives while protecting and preserving their estates as a lasting legacy for future generations. Our asset management services for a fee are offered without the conflicts of interest inherent in working with a broker or other salesman.
If you are unhappy with your current investment performance, nearing retirement and unsure whether your portfolio is suitable for you, or just looking for a competent professional to manage your assets, please contact us for a second opinion. For a modest fee, we will analyze your current portfolio based on your restated tolerance to risk, and mail you a comprehensive report. Please E Mail us from the contact page for details.
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IMPORTANT CONSUMER INFORMATION Jane C. Waters, CFP¨ is a Registered Representative of and offers securities products & services through Royal Alliance Associates, Inc. Member NASD/SIPC, a registered Broker-Dealer. In this regard, this communication is strictly intended for individuals residing in the states of California and Nevada. No offers may be made or accepted from any resident outside the specific state(s) referenced. Jane Waters is also separately registered as an investment adviser representative under Waters & Associates, a registered investment adviser, offering advisory services in the State of California. As such, these services are strictly intended for individuals residing in California. |
