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Randy R. Moberg, CLTC, Chief Operating Officer - has over 30 years of Operations experience with major Fortune 100 companies. Randy has earned the CLTC (Certified in Long Term Care) designation, and holds a Bachelor’s Degree in Financial Management from California State University Long Beach. He also holds a FINRA Series 7 registration. CA Insurance License # 0E26438. Randy Moberg is a Registered Assistant with United Planners, for financial professionals offering Investment advisory services through PFG Advisors, LLC, an SEC registered investment adviser, and Securities through United Planners Financial Services, member FINRA/SIPC. Insurance products offered through approved carriers. Foundation Risk Partners DBA LBW Insurance and Financial Services, PFG Advisors LLC, and United Planners Financial Services are separately owned entities and are not affiliated companies.
