Bal Trunec is a registered representative and an approved life agent. He currently maintains his Series 7, 63, and 65. He has been in the business since 1990.
Mr. Trunec has over 25 years of experience in the securities industry. He specializes in retirement planning, optimizing income during retirement, and wealth preservation strategies for his clients. Born and raised in southern California, Mr. Trunec attended the University of Southern California on an academic scholarship. While graduating with a degree in finance from the Marshall School of Business, he participated in a two-year accelerated learning program -- UPL. Bal and his family reside in San Clemente, CA. He is active in his community, is a member of the PTA, and volunteers in the classroom and with organized sports for his son.