Planning for the Golden Years Visalia 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.

Ms. Karen A. Lindberg (RFC®), CFP
(559) 732-0232
128 E. Main Street
Visalia, CA
Company
Investment Centers of America, Inc.
Qualifications
Education: BA EconomicsCFPRFC
Years of Experience: 18
Membership
IARFC, FPA
Services
Invoice, Estate Planning, Portfolio Management, Pension Planning, Retirement Planning, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Long Term Care Insurance, Medical Insurance, Education Plan, Healthcare Accounts, BuySell, Compensation Plans

Data Provided by:
Timothy Cartier
2582 Fletcher Pkwy
El Cajon, CA
Company
Title: Financial Advisor
Company: Cartier Financial Group
Years Experience
Years Experience: 30
Service
Retirement Planning,Investment Consulting & Allocation Design,Retirement Income Distribution Planning,Education Funding & Financial Aid Planning,Annuities,Long-Term Health Care Planning,Insurance & Risk Management Planning,Asset Protection Strategies & Planning,Life Insurance,Investment & Portfolio Management,Annuity Ideas & Strategy Planning,Retirement Income Accumulation Planning

Data Provided by:
Ira L. Gottshall (RFC®), CHFC, CLU
(661) 295-4660
28005 N Smyth #103
Valencia, CA
Company
Foresters Financial Partners, Inc.
Qualifications
Education: BS
Years of Experience: 30
Membership
IARFC, SFSP
Services
Invoice, Estate Planning, Retirement Planning, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, BuySell

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:
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. Stanley H. Shawl (RFC®), CHFC, CLU, CSA, MSFS
(559) 798-0663
16867 Avenue 328
Visalia, CA
Company
Shawl Insurance Services
Qualifications
Education: BS, MSFS
Years of Experience: 49
Membership
IARFC, FPA, SFSP, NAIFA
Services
Invoice, Estate Planning, Business Planning, Retirement Planning, Employee Benefits, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Auto Home Insurance, Charitable Planning, Education Plan, Healthcare Accounts, Charitable Foundations, Asset Protection, LiabCover

Data Provided by:
George Marwieh
125 W. El Portal, Suite A
San Clemente, CA
Company
Title: President
Company: M Advisory, LLC.
Type
Investment Advisor Rep: Yes
Registered Investor: Yes
Education
DeVry University/Bsc Electronic Engineering
Years Experience
Years Experience: 5
Service
Disability Insurance,Retirement Planning,Long-Term Health Care Planning,Annuity Ideas & Strategy Planning,Estate Tax Planning,Asset Protection Strategies & Planning,Hourly Financial Planning Engagements,Annuities,Alternative Asset Class Planning,Commission-Only Financial Planning (Full Disclosure),Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Individual Income Tax Planning,Life Insurance,Investment & Portfolio Management,Investment Consulting & Allocation Des

Data Provided by:
Eric Wells
401 N 31st Street
Los Angeles, CA
Type
Investment Advisor Rep: Yes
Registered Investor: Yes
Service
Alternative Asset Class Planning,Investment Consulting & Allocation Design,Business Succession & Liquidation Planning,Retirement Income Accumulation Planning,Business Income Tax Planning,Tax-deferred Exchanges,Portfolio Engineering,Pension for Highly Compensated Owners,Income for Life/ Preserve Principal,Alternative Investments,Life Insurance,Investment & Portfolio Management,Long-Term Health Care Planning,Annuity Ideas & Strategy Planning,Retirement Income Distribution Planning,Education Fundin

Data Provided by:
Josie Mazzone
24801 Del Prado
Dana Point, CA
Education
2 years/Jamestown Community
Ca. Brokers License
Years Experience
Years Experience: 30
Service
Health Care Insurance,Retirement Planning,Long-Term Health Care Planning,Annuity Ideas & Strategy Planning,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Business Income Tax Planning,Fee-Only Comprehensive Financial Planning,Portfolio Engineering,High Yield Bank Accounts,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Alternative Investments,Disability Insurance,Annuities,Real Estate Investment Planning,Commission-Only Financial Planning (Full Disclosure),I

Data Provided by:
James Woyce
5121 North Ravine
Fair Oaks, CA
Company
Company: James Woyce, CPA
Service
IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Alternative Investments,Life Insurance,Annuity Ideas & Strategy Planning,Estate Tax Planning,Asset Protection Strategies & Planning,Hourly Financial Planning Engagements,401k Rollover From Employer,Income for Life/ Preserve Principal,Wealth Management,Medicaid,Retirement Planning,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Individual Income Tax Planning,Pension for Highly Compensated Owners,Stock Market Alt

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