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For nearly 30 years, we have walked down the road of life with our clients, helping them navigate the twists and turns along the way.
At Kerrison, Thompson and Associates, we see ourselves as more than Financial Advisors—but as meaningful partners offering a holistic perspective on all your real-life decisions. Whether planning for future milestones, managing life’s transitions or weathering turbulent markets, we keep your best interest at heart as we deliver candid advice and compassionate guidance to help keep you on track.
Advice you can trust starts with a conversation
Gianna Drake-Kerrison, CRPC First Vice President - Investments Newport Beach, CA 92660 Telephone: 949.467.6006 email@example.com
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