Kenneth D. Fountain Valley, CA

“With 18 years in the Wealth Management Industry on both the retail and wholesale end I know the value of having trusted and dependable partners. Table Bay Financial has exceeded all of my metrics for what I consider that partnership to be. Joe Sulzinger and Barry Bulakites have built an organization that is simply The Best in The Business. From product support to marketing platforms that help my firm differentiate itself from its competitors, Table Bay is truly the place to be.”

Kenneth D., Fountain Valley, CA