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:
Chad Kessler
18300 Von Karman Ave.
Irvine, CA
Company
Title: Investment Advisor
Company: C.K. Cooper & Co.
Type
Investment Advisor Rep: Yes
Registered Investor: Yes
Education
Chapman University/Finance/Economics
Years Experience
Years Experience: 8
Service
Retirement Planning,Investment Consulting & Allocation Design,Business Succession & Liquidation Planning,Estate Tax Planning,Asset Protection Strategies & Planning,Individual Income Tax Planning,Stock Market Alternative,Wealth Management,Annuities,Alternative Asset Class Planning,Annuity Ideas & Strategy Planning,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Business Income Tax Planning,Fee-Only Comprehensive Financial Planning,IRA, 401k, Roth IRA, QDRO Rollo

Data Provided by:
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. Steven R. Kimes (RFC®), MBA
(916) 773-6250
2900 Tilden Dr
Roseville, CA
Company
Foresters Equity Services
Qualifications
Education: B.S. Business Major in Finance University of Idaho. MBA Boise State University
Years of Experience: 12
Membership
IARFC
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, personal Coach, Retirement Planning, Seminars Work, Mutual Funds, Annuities, Life Insurance, Long Term Care Insurance, Education Plan, Asset Protection, BuySell, Compensation Plans

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

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:
Mr. Stephen D. Gibbs (RFC®), CLU
(714) 465-3167
5152 Robinwood Drive
Huntington Beach, CA
Company
Mahalo Advisory Services, LLC
Qualifications
Education: BA Economics, California State University, Long Beach
Years of Experience: 15
Membership
IARFC, SFSP, NAIFA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension 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, Charitable Planning, Education Plan, Healthcare Accounts, Asset Protection, BuySell, Compensation Plans

Data Provided by:
Mr. Thomas M. Reddemann (RFC®), CFP
(877) 225-5866
333 South Anita Drive #625
Orange, CA
Company
Orange Capital Management
Qualifications
Education: BS
Years of Experience: 22
Membership
IARFC, FPA, SFSP
Services
Invoice, Estate Planning, Portfolio Management, Pension Planning, Retirement Planning, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Education Plan, Healthcare Accounts, Compensation Plans

Data Provided by:
Mr. Jeremy David Gottlieb (RFC®), MBA, RFP
(858) 726-0374
13520 Evening Creek Dr N Ste 300
San Diego, CA
Company
RJL Wealth Management LLC
Qualifications
Years of Experience: 28
Membership
IARFC
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, personal Coach, Retirement Planning, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Asset Protection, BuySell, Compensation Plans

Data Provided by:
Robert A. Leanza (RFC®), CFP
(951) 699-2473
40164 Stowe Road
Temecula, CA
Company
Financial Dynamics, LLC
Qualifications
Education: B.S. Business Administration-Finance/Investments. Summa cum Laude.
Years of Experience: 30
Membership
IARFC, FPA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Tax Planning, Tax Returns, Employee Benefits, Family Offices, Stocks and Bonds, Mutual Funds, Mortgage Loans, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Group Insurance, Charitable Planning, Education Plan, Asset Protection, BuySell, Compensation Plans

Data Provided by:
Data Provided by: