Financial consulting in Thousand Oaks, CA

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I have been in business since 1995 and have extensive experience in Financial Planning with an emphasis on investment portfolio management, retirement planning, and insurance services for over 29 years. Call today to schedule your free complimentary consultation.

Assisting clients in Southern California with their retirement needs.

Let California Educators maximize your retirement strategy, and give you the financial confidence to truly enjoy retirement. To accomplish this, we first start by getting to know you and discussing what your goals are. We then run a pension analysis and calculate all social security income. Then we provide you with all the necessary resources and comparisons that put you in control and let you clearly see the best choice for your own personal goals. We can review everything in my office, or if you prefer, over the phone. Click the button below and pick your available date and time or give us a call at (800) 880-4141.

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During these uncertain times, we're here for you - ready to listen, support and navigate this together. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

My Business specializes in helping one become financially free. With tailored options and exemplary customer service leaving you satisfied and comforted that you chose the right option.