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Karen Quinlan

Office Manager

Karen@cpask.com

Contact

Office: 925-648-3660

3800 Blackhawk Road

Suite 100

Danville, CA 94506

Kevin@cpask.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. Investment Advisory Services offered through Avantax Advisory Services℠. Placing business through Avantax Insurance Agency℠ and Avantax Insurance Services℠. Insurance license numbers: CA OE04420, OD47435, OF22859- AZ 1130675, FL P066406. We currently have individuals licensed to offer securities in the states of AZ, CA, DC, FL, HI, OH, OR, IN, MI, NV, TX and WA. This is not an offer to sell securities in any other state or jurisdiction.

The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management℠ does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.

This information is not intended as specific tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation