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CONTACT BACHRACH & ASSOCIATES

Bachrach & Associates Contact Information

Mailing Address:
Bachrach & Associates
8380 Miramar Mall, Suite 200
San Diego, California 92121

Phone: 858-558-3200
Fax: 858-558-0748

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About Us

Bachrach & Associates, Inc. (BAI) is the leading professional development firm in the financial services industry, with more than 21 years of experience in creating and delivering world-class programs and resources that produce results. You receive consultative services to support the implementation of a proven system and provide accountability coaching to help you maintain your focus until such time that you achieve your goals.

Are you an advisor who:
  • Has five or more years experience in the financial services industry
  • Has an annual net income of $100,000 or more
  • Delivers (or are interested in moving toward) comprehensive, full service financial planning, supported by an appropriate deliverables team
  • Wants to optimize the goal achievement and values fulfillment of a finite community of ideal clients to create the best possible experience for them and improve the quality of their lives
  • Seeks a significant improvement in the quality of their own professional and personal lives
  • Recognizes the value of investing in their own development and are willing to act on the advice and guidance of a professional coach
If so, you are the type of advisor who benefits most from the resources and programs at Bachrach & Associates, Inc.

Advisors who have less than five years of experience in the financial services industry — and who demonstrate a commitment to the profession — as well as those advisors who have an annual net income of less than $100,000 and recognize the importance of investing in their own professional development and are willing to devote sufficient time and money to achieve their goals can also be successful with our programs.

If you fit this profile and are willing to implement the principles of Values-Based Financial Planning™ as directed, you will be in a position to achieve your personal and professional goals for the reasons that are important to you… and we, at BAI, welcome you to your journey!

 

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