Investment Advisor: Cojo Bay Advisors
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Company: Cojo Bay Advisors
Contact: Robert Green
14850 Highway 4
Suite A-273
Discovery Bay, California, 94505
Phone: (510) 384-2232
Fax:
(510) 588-4073
Website: http://www.cojobay.com
Cojo Bay Advisors is a purely independent financial planning firm that focuses on individuals, families and small business owners that have the desire to invest their own money but lack the time and expertise to manage it in a prudent way.
We strive t
Serves Counties: Alameda (CA), Contra costa (CA), Napa (CA), Orange (CA), Placer (CA), (CA), (NV), (NV)
License #: 133029
Licensed to sell Insurance Products:No
Licensed to sell securities:No
Financial Advisor Experience: 11-15 Years
Designations: CFA
Products:
Reits
Bonds
Stocks
Mutual Funds
Alternative Investments
Exchange Traded Funds (etfs)
Socially Responsible Investments (sri)
Minimal Assest: $100,000
License Type:
Insurance Type:
Disclosure:
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