Shawn Loddy - SML Advisory

SML Advisory, based in San Diego, CA, specializes in personalized financial planning and investment strategies tailored to individual goals. With a focus on empowering clients for a secure retirement, the firm offers services that encompass retirement planning, tax strategies, and investment management.

Founded by Shawn Loddy, who has a background in international business and extensive experience in financial services, SML Advisory emphasizes a client-centered approach. The firm aims to help clients navigate their financial futures through expert guidance and customized investment solutions.

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