Saving on Life Insurance: Comparing Quotes and More Chico CA

Life insurance isn’t a fun topic; we all know this. And I’m not going to try and trick you into believing that life insurance is the coolest thing you’ve ever spent money on, because, well, it’s not. Cars, books and in my case, shoes, are much cooler things to spend money on.

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:
Mark D. Godown (RFC®), RHU
(714) 696-7300
151 N. Kraemer Blvd., Suite 206
Placentia, CA
Company
Comprehensive Financial & Insurance Services
Qualifications
Education: AA
Years of Experience: 26
Membership
IARFC
Services
Invoice, Estate Planning, Employee Benefits, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Healthcare Accounts, BuySell, Compensation Plans

Data Provided by:
John Harcar
1400 Bristol St. No.
Newport Beach, CA
Company
Title: LPL Registered Principal
Company: Asset Plan Partners
Type
Investment Advisor Rep: Yes
Service
IRA, 401k, Roth IRA, QDRO Rollovers,Medicare Planning,Life Insurance,Investment & Portfolio Management,Investment Consulting & Allocation Design,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Fee-Only Comprehensive Financial Planning,401k Rollover From Employer,Alternative Investments,Health Care Insurance,Retirement Planning,Long-Term Health Care Planning,Insurance & Risk Management Planning,Retirement Income Distribution Planning,Hourly Financial Planning En

Data Provided by:
Kim Short
6526 North Chance Ave.
Fresno, CA
Company
Company: Shawna Short
Type
Investment Advisor Rep: Yes
Service
Fee Only Portfolio Management,Income for Life/ Preserve Principal,Disability Insurance,Annuities,Alternative Asset Class Planning,Commission-Only Financial Planning (Full Disclosure),Retirement Income Distribution Planning,Education Funding & Financial Aid Planning,IRA, 401k, Roth IRA, QDRO Rollovers,Wealth Management,Life Insurance,Investment & Portfolio Management,Investment Consulting & Allocation Design,Business Succession & Liquidation Planning,Asset Protection Strategies & Planning,Fee-Onl

Data Provided by:
Peter Christenson
2 Park Plaza, Suite 1100
Irvine, CA
Company
Title: Senior Financial Advisor
Company: Ameriprise Financial Services, Inc.
Service
IRA, 401k, Roth IRA, QDRO Rollovers,Annuities,Long-Term Health Care Planning,Planning For Personal Finances & Budgeting,Asset Protection Strategies & Planning,Life Insurance,Investment & Portfolio Management,Annuity Ideas & Strategy Planning,Retirement Income Accumulation Planning,Wealth Management,Retirement Planning,Investment Consulting & Allocation Design,Retirement Income Distribution Planning,Fee-Only Comprehensive Financial Planning

Data Provided by:
Mr. Martin McCann (RFC®), CHFC, CSA, LUTCF
559 226 4546 x11
5150 N. 6th St. #132
Fresno, CA
Company
One America Financial
Qualifications
Education: Bachelor of Science in Business Administration
Years of Experience: 16
Membership
IARFC, NAIFA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Tax Planning, Tax Returns, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Medical Insurance, Group Insurance, Charitable Planning, Healthcare Accounts, Charitable Foundations, Asset Protection, BuySell, Compensation Plans

Data Provided by:
Mr. Roy Y. Gagaza (RFC®), CEP
(209) 825-8888
903 W. Center Street, Suite #6
Manteca, CA
Company
Journey Wealth Management
Qualifications
Education: BS Marketing, RFC, CEP
Years of Experience: 13
Membership
IARFC
Services
Invoice, Estate Planning, Portfolio Management, Retirement Planning, Tax Planning, Seminars Work, Mutual Funds, Annuities, Life Insurance, Long Term Care Insurance, Asset Protection, Compensation Plans

Data Provided by:
Gerry Moneypenny, RFC
2600 El Camino Real
Palo Alto, CA
Company
Title: Financial Advisor
Company: Foothill Securities
Type
Investment Advisor Rep: Yes
Education
U of Maryland- B.S.
Loyola College MBA Graduate Program- 1 year
Years Experience
Years Experience: 10
Service
Wealth Management,Retirement Planning,Real Estate Investment Planning,Annuity Ideas & Strategy Planning,Estate Tax Planning,Asset Protection Strategies & Planning,Pension for Highly Compensated Owners,Income for Life/ Preserve Principal,Annuities,Alternative Asset Class Planning,Investment Consulting & Allocation Design,Insurance & Risk Management Planning,Retirement Income Accumulation Planning,Wealth Engineering,IRA, 401k, Roth IRA, QDRO Rollovers,Life Insurance,Investment & Portfolio Manageme

Data Provided by:
David Levinson
18872 MacArthur Blvd
Irvine, CA
Company
Title: Registered Principal and Branch Manager
Company: Newport Coast Securities, Inc. Member FINRA/SIPC
Type
Investment Advisor Rep: Yes
Education
B.S. Business Saint Louis University
Years Experience
Years Experience: 30
Service
Life Settlements,Pension for Highly Compensated Owners,Stock Market Alternative,Wealth Management,Life Insurance,Investment & Portfolio Management,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,Fee Only Portfolio Management,Wealth Engineering,Mortgage Refinancing,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Disability In

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:
Data Provided by: