Edgar Gonzalez is a Registered Representative and associate of Maupin Financial Advisors since 2021. Edgar is a first-generation college graduate from California State University San
Tina Underwood has over 25 years of working in the financial and insurance field and has worked for two Fortune 500 companies. She holds Series
David Maupin is the owner and founder of Maupin Financial Advisors, located in downtown Redlands. He has worked extensively in the field of financial management
For over 20 years, Danny has partnered with clients to align finances with their life purpose. His empathy and plain-talk expertise creates an engaging partnership
Is a Simplified Employee Pension Individual Retirement Arrangement (SEP-IRA) may be right for your business?
Is a Simplified Employee Pension Individual Retirement Arrangement (SEP-IRA) may be right for your business?
Pursuing your retirement dreams is challenging enough. Avoid making these common mistakes.
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The financial consultants with Maupin Financial Advisors are registered representatives with, and securities and advisory services are offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
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A Three-Step Process of Discovery and Initial Recommendations
A brief call to see if our expertise is a match for your objectives.
A one-hour in-person or virtual meeting to gather data, understand your objectives, and discuss possibilities. We will follow the meeting with specific written recommendations.
After building your custom plan, we leave it up to you to decide if you would like to partner with us and put your plan into motion.
Or fill out your details to set up a free 15 minute call.
