Planning for the Golden Years Redding 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.

Mr. Robert K. Jennings (RFC®), CHFC, CLU, CSA
(916) 551-1887
1860 Howe Ave Ste 106
Sacramento, CA
Company
Fountainhead Wealth
Qualifications
Education: BBA,Univ of Wisconsin,Madison
Years of Experience: 33
Membership
IARFC
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Retirement Planning, Tax Planning, Seminars Work, Stocks and Bonds, Mutual Funds, Mortgage Loans, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Charitable Planning, Education Plan, Compensation Plans

Data Provided by:
Mr. Mady A. Yehia (RFC®), CSA, EA
(818) 567-1595
522 North Glenoaks Blvd.
Burbank, CA
Company
Securitax Financial Services
Qualifications
Education: BS Accounting
Years of Experience: 19
Membership
IARFC, SCSA
Services
Invoice, Business Planning, Portfolio Management, Pension Planning, personal Coach, Retirement Planning, Tax Planning, Tax Returns, Seminars Work, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Business Coach, Education Plan, Healthcare Accounts, LiabCover, Compensation Plans

Data Provided by:
Jennifer Hernandez
26 larkfield lane
laguna niguel, CA
Company
Company: The Apelian - Hernandez Group
Type
Investment Advisor Rep: Yes
Years Experience
Years Experience: 12
Service
Asset Protection Strategies & Planning,Life Insurance,Long-Term Health Care Planning,Insurance & Risk Management Planning,Retirement Income Accumulation Planning,Retirement Planning,Annuity Ideas & Strategy Planning,Retirement Income Distribution Planning,Annuities,Commission-Only Financial Planning (Full Disclosure),Estate Tax Planning

Data Provided by:
Alexander Sordia
20501 Ventura Blvd
Woodland Hills, CA
Service
Business Succession & Liquidation Planning,Estate Tax Planning,Asset Protection Strategies & Planning,Wealth Engineering,IRA, 401k, Roth IRA, QDRO Rollovers,Individual Income Tax Planning,Wealth Management,Life Insurance,Investment & Portfolio Management,Annuity Ideas & Strategy Planning,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Portfolio Engineering,401k Rollover From Employer,Business Income Tax Planning,Income for Life/ Preserve Principal,Health Care I

Data Provided by:
Akshaya S. Sheth (RFC®), CHFC, CLU, LUTCF, MBA
(951) 369-5700
4017 Tenth Street
Riverside, CA
Company
Akshaya Sheth Insurance & Financial Services
Qualifications
Education: BS
Years of Experience: 23
Membership
IARFC, MDRT, FPA, SFSP
Services
Invoice, Estate Planning, Portfolio Management, Pension Planning, Retirement Planning, Stocks and Bonds, Mutual Funds, CommOptions, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Charitable Planning, BuySell, Compensation Plans

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. John Anthony Costa (RFC®), CSA
(310) 940-3443
PO Box 14432
Long Beach, CA
Qualifications
Years of Experience: 14
Membership
IARFC
Services
Invoice, Estate Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Employee Benefits, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Education Plan, Healthcare Accounts, Asset Protection, BuySell, LiabCover, 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:
John Forney
1010 Hurley Way
Sacramento, CA
Company
Title: President
Company: J. M. Forney & Associates, Inc.
Type
Investment Advisor Rep: Yes
Education
Cal Poly - San Luis Obispo, Ca. - MBA
Years Experience
Years Experience: 17+
Service
Retirement Income Accumulation Planning,Fee-Only Comprehensive Financial Planning,Portfolio Engineering,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Life Insurance,Investment & Portfolio Management,Long-Term Health Care Planning,Insurance & Risk Management Planning,Retirement Income Distribution Planning,Hourly Financial Planning Engagements,Fee Only Portfolio Management,401k Rollover From Employer,Income for Life/ Preserve Principal,Alternative Investments,Retirement Planning,Real Estate

Data Provided by:
David Bobrowsky
1850 Mt. Diablo Blvd. Suite 401
Walnut Creek, CA
Company
Title: Financial Advisor
Company: LPL Financial
Type
Investment Advisor Rep: Yes
Education
UCLA, B.A. 1991
NYU, M.A. 1994
NYU, M.Phil 2001
Years Experience
Years Experience: 10
Service
Real Estate Investment Planning,Annuity Ideas & Strategy Planning,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Hourly Financial Planning Engagements,Stock Market Alternative,Alternative Investments,Annuities,Alternative Asset Class Planning,Investment Consulting & Allocation Design,Insurance & Risk Management Planning,Retirement Income Distribution Planning,Education Funding & Financial Aid Planning,IRA, 401k, Roth IRA, QDRO Rollovers,Wealth Management,Life

Data Provided by:
Data Provided by: