Bobbi Barbera, Financial Advisor

6740 Fallbrook Avenue, Suite 103
West Hills, CA 91307

Mobile (310) 261-0399

bobbi44418@wradvisors.com

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Q2 2025 Plan Participant Newsletter

Contact

Mobile: (310)261-0399

6740 Fallbrook Avenue

Suite 103

West Hills, CA 91307

CA Insurance License #0B67118

bobbi44418@wradvisors.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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Bobbi Barbera is registered with, and securities and advisory services are offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

The information on this site is for general informational and educational purposes only and is not to be considered an individualized recommendation or personalized investment advice. Please consult a professional prior to making financial decisions and keep in mind that investing involves risk including the potential to lose principal.

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This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.

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 LPL Financial.