Address:

34220 Gateway Drive, Ste 100
Palm Desert, CA 92211

Phone:

760-770-2003

Fax:

760-770-2770

Website:

franztatum.com

Gloria Franz

Certified Financial Planner™
President of Franz Tatum Wealth Management and is a Cᴇʀᴛɪғɪᴇᴅ Fɪɴᴀɴᴄɪᴀʟ Pʟᴀɴɴᴇʀ™. She has been in the financial services industry since 1989 and is a...

Nila Tatum

Chartered Financial Consultant™
Vice President of Franz Tatum Wealth Management and is a Cʜᴀʀᴛᴇʀᴇᴅ Fɪɴᴀɴᴄɪᴀʟ Cᴏɴsᴜʟᴛᴀɴᴛ™ through the American College. She began her career with EF...

Robin Potenza

LPL Registered Administrative Associate
Robin joined Franz Tatum Wealth Management in July 2017 as an LPL Registered Administrative Associate. Robin began her career in the financial...

Jeffrey Haskell

Financial Advisor
Jeffrey Haskell is an LPL Registered Principal and Financial Advisor of Haskell Wealth Management. He has been helping clients since 1993. Jeff has...

Josette Burton

Administrative Assistant
Josette started working for Haskell Wealth Management in 2016. She oversees the day to day operations. Josette was born in the Coachella Valley and...

Gloria Franz

Certified Financial Planner™
President of Franz Tatum Wealth Management and is a Cᴇʀᴛɪғɪᴇᴅ Fɪɴᴀɴᴄɪᴀʟ Pʟᴀɴɴᴇʀ™. She has been in the financial services industry since 1989 and is a...

Nila Tatum

Chartered Financial Consultant™
Vice President of Franz Tatum Wealth Management and is a Cʜᴀʀᴛᴇʀᴇᴅ Fɪɴᴀɴᴄɪᴀʟ Cᴏɴsᴜʟᴛᴀɴᴛ™ through the American College. She began her career with EF...

Robin Potenza

LPL Registered Administrative Associate
Robin joined Franz Tatum Wealth Management in July 2017 as an LPL Registered Administrative Associate. Robin began her career in the financial...

Address:

41990 Cook Street, Ste J-901
Palm Desert, CA 92211

Phone:

760-836-0131

Fax:

760-836-3741

Address:

75100 Mediterranean Avenue
Palm Desert, CA 92211

Phone:

760-770-4300

Website:

haskellwm.com

Jeffrey Haskell

Financial Advisor
Jeffrey Haskell is an LPL Registered Principal and Financial Advisor of Haskell Wealth Management. He has been helping clients since 1993. Jeff has...

Josette Burton

Administrative Assistant
Josette started working for Haskell Wealth Management in 2016. She oversees the day to day operations. Josette was born in the Coachella Valley and...