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Are you making the most out of your Pfizer employee benefits?

As you pursue your career at Pfizer, your paychecks will increase and your employee stock options will compound. We’ve worked with many individuals at Pfizer, helping them leverage their benefits to optimize overall financial and retirement plans.


We can start with reviewing your current situation and discussing opportunities for various tax and equity rights strategies. Make sure to schedule a meeting with us so that we can help you work towards your financial goals.

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San Diego Office

5405 Morehouse Dr. Suite 345
San Diego, CA 92121

Phone: 858.925.8000

Central Coast Office

6907 El Camino Real, Suite A
Atascadero, CA 93422

Phone: 805.466.2045