Bal Trunec
Senior Account Executive
32565B Golden Lantern #325
Dana Point, CA 92629
(949) 340-8590
E-mail Bal
Mr. Trunec is a registered representative and an approved life agent. He currently maintains his Series 7, 63, and 65 and has been in the business since 1993.
Bal Trunec has nearly 20 years of experience in the securities industry. He specializes in retirement planning, optimizing income during retirement, and wealth preservation strategies. 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. Mr. Trunec 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.
