Our Qualifications

Hal McNaughton graduated from Vanguard University in 1973 with Bachelor's degrees in both Business and Psychology. He now is a Certified Financial Planner (CFP) which is only earned by individuals with great knowledge of the field and adheres to the high standards for ethical conduct, as well as completing continuous education requirements to maintain certification. Other earned licensing and credentials include: Series 7, Series 63, Series 65 Securities Licenses, and Life Insurance License all within California, Arizona, and Texas. Hal has been in this profession for over 25 years and comes well-equipped with experience. He has also been a professor at Vanguard University for over 20 years where he teaches a class on investments, so he is well suited to carefully explain and answer any questions that clients may have.