Interview Q&A
How long have you been in business?
30 years
What is your primary product or service?
Financial Planning, Wealth Management and Real Estate brokerage
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
Tax issues in the early 1980's driving renewable energy development
How do you differentiate yourself from other businesses in your category and area?
30 years in the same location
How many locations do you have and do you have plans to expand?
one
Provide detailed directions to your location
1017 E st. between 4th and 5th streets in downtown San Rafae;
What type of payments do you accept?
checks and credit cards
Which areas do you service?
Marin County
Who owns your company or runs daily operations?
Peter Kamler CFP
What are your hours of operation?
8:30-4:30 M-F
What is the best compliment anyone can give you?
A refferal
What is your favorite quote or Bible verse?
attitude is everything