Broker Check

Where do you want to go? We'll get there, together. 

Welcome, I’m Rene S. Licon, Jr., a Certified Financial Planner™ Professional in Whittier, California. Whether you are investing for retirement, college or looking to protect your family, I have developed a well-defined process that helps identify, organize and clarify your financial goals and objectives.

Schedule an Appointment
Process

Process

I create strategies that are tailored to your goals.

Learn more
History

History

I am prepared to guide you through life's transitions. 

Learn more
 Values

 Values

I operate my practice with ethics and integrity.

Learn more
Resources

Resources

Let's talk about your investment strategies.

Learn more

Words of Wisdom

"An investment in knowledge pays the best interest."

- Benjamin Franklin

Welcome to the family!

Welcome to the family!

When you work with me, you're part of my family. I can help you address your needs of today and for many years to come.

Your goals are my goals.

Your goals are my goals.

We will work together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.

Wherever the road of life takes you, I will Be there with you.

Wherever the road of life takes you, I will Be there with you.

I will work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.

Have a Question?

Thank you!
Oops!