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Financial Services

This category sponsored by: Mark Simon

Mark Simon
Mass Mutual
818 - 445 - 2360
323 - 965 - 6399
888 - 404 - 8959 FAX
marklsimon@finsvcs.com
I help people and businesses with their life insurance, disability insurance, long term care, and long term savings needs.


Lucinda Alden, CIMA, CRPC
Merrill Lynch
Century City
310 - 858 - 4770
800 - 456 - 8790
310 - 421 - 4165 FAX
lucinda_alden@ml.com
http://fa.ml.com/lucinda_alden
Wealth accumulation and retirement planning team, working with portfolios for families and corporate retirement plans.


Aura Carmi
A. Carmi Financial Services
Malibu
805 - 386 - 3515
877 - 456 - 1001
800 - 465 - 8147 FAX
aura@acarmifs.com
Your financial advisor for life. Securities investments & financial planning.


Delilah Dijamco, MBA
Prudential
Diamond Bar
714 - 529 - 9770
818 - 536 - 1167
714 - 256 - 1871 FAX
delilah.dijamco@prudential.com
www.prudential.com/us/delilah.dijamco
Life insurance, health insurance, disability insurance both for individual, groups, and business.


Linda Dunbar
Investment Director
Securities America
Irvine
949 - 355 - 3173
ldunbar@coopermcmanus.com
Portfolios for volatile markets.


Brent Hanson
Brent Hanson, CFP
805 - 445 - 1992
805 - 445 - 4199 FAX
mhanson@royalaa.com
www.retirementunlimited.net
Investment planning & management, retirement income distribution planning, tax reduction planning.


AnneMarie Hedlund
World Financial Group
Woodland Hills
310 - 562 - 7331
818 - 909 - 9063
818 - 909 - 9063 FAX
amhedlund@gmail.com
Financial education is the key! Learn the basic ABC’s of creating wealth. Free education and consultations.


Susan Honig
Veritana Financial Planning, Inc.
818 - 725 - 1202
818 - 602 - 4577
818 - 937 - 6934 fax
susan@veritanafinancial.com
www.veritanafinancial.com
I am a fee-only comprehensive financial planner focusing on every aspect of my client’s financial life to create a financial plan that changes as circumstances change. We work together, designing easy-to-understand recommendations while helping you implement them every step of the way.


Gary Lucero
Transamerica Financial Advisors
818 - 241 - 4436
818 - 342 - 6072 FAX
gary.lucero@tfaconnect.com
Insurance, Annuities, Mutual Funds, College Planning, Retirement Strategies, Business Client Solutions.


Kathy Medina
People Helping People
818 - 855 - 1197
818 - 792 - 1279 Cell
We are a Broker/Dealer specializing in a wide array of products & services. Life & Health Insurance, IULs, Tax Free Retirement, ATM Merchant Machines and Credit Consolidation.


Ebrahim Rad
New York Life Insurance
818 - 587 - 3122
818 - 635 - 6158 Cell
818 - 587 - 3089
emrad@ft.newyorklife.com
www.ebrahimrad.nylagents.com
Making informed decisions with clients about their financial future, retirement, protection, maximizing gains and minimizing losses.


Marc Weiss
America's IRA Centers
Woodland Hills
866 - 827 - 7268
818 - 346 - 3700
818 - 346 - 3701
marc@aicsocal.com
www.americasIRAcenters.com
Retirement Distribution Planning

 

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