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Motivation, Style, & Approach

When we started Invested Athlete it was because we wanted to be an ally to professional athletes within the financial industry. Unfortunately, too often people hear of athletes suffering unnecessary financial setbacks due to poor financial guidance. 

Trust is the pillar at the center of our foundation that we will use to build our relationship. Our straightforward, educational approach will not only give you the comfort of knowing what is happening, but the knowledge to make educated decisions for your future. You earned your money and you deserve to know the wealth is being handled with care.

We are here for the long-run, and together we will set a plan to promote long-term savings and a secure financial future throughout your retirement.

For more information about our firm and the services we offer, send us a quick email or call the office. We welcome the opportunity to visit and learn more about how we can help you.

jeff.runyan@wedbush.com | (310) 882-6496

Investments

Bonds

Common Stock

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Retirement Plans

401(k) Planning

403(b) Planning

College Plans

Money Purchasing Plans

Profit Sharing Plans