Planning for the Golden Years Chico CA

Gone are the days of Betty Freidan’s Feminine Mystique. Today, 61 percent of married women bring home a paycheck compared to only 23 percent in 1959. But on average, women still earn less than men, spend less time in the workforce and receive fewer retirement benefits.

Mark Thompson & David Venegas
2068 Talbert Drive, Suite 100
Chico, CA
Company
Title: Financial Advisors
Company: Titus & Associates
Education
BS, Business Administration & Finance, University of the Pacific
Years Experience
Years Experience: 7
Service
Education Funding & Financial Aid Planning,Wealth Engineering,401k Rollover From Employer,Income for Life/ Preserve Principal,Alternative Investments,Disability Insurance,Annuities,Alternative Asset Class Planning,Investment Consulting & Allocation Design,Business Succession & Liquidation Planning,Estate Tax Planning,Asset Protection Strategies & Planning,Fee-Only Comprehensive Financial Planning,Portfolio Engineering,Pension for Highly Compensated Owners,Stock Market Alternative,Wealth Manageme

Data Provided by:
Mr. Michael W. Bunning (RFC®), CPA, CPAPFS
(916) 459-2190
6939 Sunrise Blvd Ste 120
Citrus Heights, CA
Company
Guardant Wealth Management
Qualifications
Education: B.S. - Business & Accounting w/ Honors from California Polytechnic (Cal Poly) State University @ San Luis Obispo.
Years of Experience: 22
Membership
IARFC, AICPA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Trustee Service, Pension Planning, Executive Compensation Planning, personal Coach, Retirement Planning, Tax Planning, Tax Returns, Seminars Work, Employee Benefits, Family Offices, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Group Insurance, Auto Home Insurance, Business Coach, Charitable Planning, Education Plan, Healthcare Accounts, Charitable Foundations, A

Data Provided by:
Mr. Araik Erik Margaryan (RFC®), MBA, RFP
(818) 303-1714
150 E. Olive Ave.,
Burbank, CA
Company
Intelligent Financial Services, Inc.
Qualifications
Education: B.A. in Economics, Master of Business Administration
Years of Experience: 17
Membership
IARFC, AICPA
Services
Invoice, Estate Planning, Business Planning, Retirement Planning, Tax Planning, Tax Returns, Seminars Work, Employee Benefits, Mortgage Loans, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Auto Home Insurance, Business Coach, Education Plan, Asset Protection, LiabCover, Compensation Plans

Data Provided by:
Arthur H. Singer (RFC®), CHFC, CLU, RHU
(805) 522-9200
3150 Kawai Court
Simi Valley, CA
Company
Arthur Singer CLU, ChFC, RHU, REBC, CASL, RFC, AEP
Qualifications
Years of Experience: 32
Membership
IARFC
Services
Invoice, Estate Planning, Business Planning, Executive Compensation Planning, Retirement Planning, Seminars Work, Employee Benefits, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Group Insurance, Charitable Planning, BuySell, Compensation Plans

Data Provided by:
Mrs. Sheila K.NIA (RFC®), CEP
(760) 723-9671
2502 Caps Way
Fallbrook, CA
Company
Long Term Insurance & Financial Services
Qualifications
Education: RFC 2007CEP 2006CEPP 1998 Life Agent 1995MIS 1992
Years of Experience: 15
Membership
IARFC, NICEP
Services
Invoice, Estate Planning, Pension Planning, Retirement Planning, Seminars Work, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Healthcare Accounts, Asset Protection, Compensation Plans

Data Provided by:
James Flickinger
8313 La Mesa Blvd.
La Mesa, CA
Company
Company: LPL Financial
Type
Investment Advisor Rep: Yes
Education
University of Arizona /B.S.
University of Arizona/ J.D.
Years Experience
Years Experience: 26
Service
Retirement Planning,Real Estate Investment Planning,Annuity Ideas & Strategy Planning,Retirement Income Distribution Planning,Education Funding & Financial Aid Planning,Fee-Only Comprehensive Financial Planning,Annuities,Alternative Asset Class Planning,Investment Consulting & Allocation Design,Estate Tax Planning,Asset Protection Strategies & Planning,Hourly Financial Planning Engagements,Life Insurance,Investment & Portfolio Management,Long-Term Health Care Planning,Planning For Personal Finan

Data Provided by:
Jim Patsch
6519 Herdon Place
Stockton, CA
Company
Company: Patsch & Associates
Type
Investment Advisor Rep: Yes
Years Experience
Years Experience: 20+
Service
IRA, 401k, Roth IRA, QDRO Rollovers,Medicare Planning,Annuities,Annuity Ideas & Strategy Planning,Retirement Income Accumulation Planning,401k Rollover From Employer,CD Alternative,Life Insurance,Long-Term Health Care Planning,Retirement Income Distribution Planning,Pension for Highly Compensated Owners,Income for Life/ Preserve Principal,Disability Insurance,Retirement Planning,Business Succession & Liquidation Planning,Asset Protection Strategies & Planning

Data Provided by:
Luciano A. Bortoletto (RFC®), CEP, CSA, LUTCF, RHU
(916) 242-9311
7938 Auburn Oaks Village Ln.
Citrus Heights, CA
Company
Mutual of Omaha
Qualifications
Education: BS-Business Administration, CSU SacramentoLife Underwriters Training CouncilNumerous Company and Industry Educational & Training Courses
Years of Experience: 32
Membership
IARFC, NAIFA
Services
Invoice, Estate Planning, Business Planning, Executive Compensation Planning, Retirement Planning, Medicaid Planning, Seminars Work, Employee Benefits, Mutual Funds, Mortgage Loans, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Charitable Planning, Education Plan, Healthcare Accounts, Charitable Foundations, Asset Protection, BuySell, Compensation Plans

Data Provided by:
Mr. Thomas E. Boles (RFC®), MBA
(619) 260-6040
1011 Camino Del Rio S. Suite 320
San Diego, CA
Company
Telesis Financial & Insurance Services
Qualifications
Education: MBA - Finance
Years of Experience: 15
Membership
IARFC
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Executive Compensation Planning, Retirement Planning, Tax Planning, Tax Returns, Seminars Work, Employee Benefits, Mutual Funds, Mortgage Loans, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Education Plan, Charitable Foundations, Asset Protection, BuySell, Compensation Plans

Data Provided by:
Mr. Michael T. Turner (RFC®), CEP
(925) 461-3030
5129 springdale avenue
Pleasanton, CA
Company
TURNER FINANCIAL AND INSURANCE SERVICES
Qualifications
Years of Experience: 25
Membership
IARFC, NICEP
Services
Invoice, Estate Planning, Retirement Planning, CD Banking, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Healthcare Accounts, Asset Protection

Data Provided by:
Data Provided by: