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More About Tristan Ludwig

 

Tristan Ludwig delivers a whole new package of financial solutions to you.  Your finances are not to be taken lightly, Tristan knows this and that is why he is committed to providing you with that personalized service. We know when it comes to your finances a trusted source is the key to your financial well being.   We invite you to call Tristan today for your No-Cost Financial Plan. (925) 979-2364 Tristan Ludwig Financial Advisor CA Lic #0F65621   Experience: For the last 3 years, Tristan Ludwig has actively served the communities of Contra Costa and San Francisco by providing financial advice through both community banking and investment services. He joined Mass Mutual in 2007 as a financial services professional in effort to expand his opportunity to meet the long term financial needs of these communities.   Education: 2004   Designations: B. S. – Economics, University of Arizona, Tucson   CA Life Insurance License, Health Insurance License, Series 7, Series 66   Personal: Tristan is originally from the San Francisco Bay Area.  He has recently spent a significant amount of time providing community service in the form of aide to seniors of the Bay View/Hunter’s Point Community as well as to the homeless in the San Francisco Downtown Community.   Tristan has worked several years with multiple schools in Contra Costa County, helping provide both day care and educational needs to children in grades K-5.  Tristan lives in Lafayette where he is an active member of the chamber of commerce.

 

 

 

Contact Financial Advisor Tristan Ludwig:

(925) 979-2364 or teludwig@finsvcs.com

 

 

More Resources

What Services Does Tristan Ludwig Offer? Calendar of Financial Events and Seminars

1. Securities, investment advisory and financial planning services are offered by duly authorized Registered Representatives of MML Investors Services, Inc., member SIPC. Supervisory Office: 2121 N California Blvd Suite 395, Walnut Creek, CA 94596, Tel: (925) 979-2300. CD Federal Credit Union is not a subsidiary or affiliate of MML Investors Services, Inc.

California Insurance Licensing: Tristan Ludwig, Mass Mutual Financial Group, domiciled in CA, CA Insurance License #0F65621

THE PRODUCTS OFFERED:  ARE NOT A CREDIT UNION DEPOSIT OR OBLIGATION; ARE NOT FDIC OR NCUA-INSURED; ARE NOT INSURED BY ANY GOVERNMENT AGENCY; ARE NOT GUARANTEED BY ANY CREDIT UNION; MAY GO DOWN IN VALUE*  * only applies to registered products (i.e. variable life or variable annuity)

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