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General Info

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.

HoursCLOSED NOW
Regular Hours:
Mon - Thu
Fri

Contact Info

Phone:

Main - 818-206-1163

ExtraTollFree - 800-880-4141

Address:
5743 Corsa Ave Westlake Village, CA 91362

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Category
Investment Advisory Service
Payment Options
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Data provided by one or more of the following: Thryv, Data Axle, Yext.