Calabasas, CA Financial Advisor Office

The fundamentals of building wealth are easy: spend wisely, save intentionally, invest intelligently. But to live the life you want and to create the legacy you want to leave, you need a coach. You need someone who cares deeply, has your best interest at heart, is qualified and experienced. I specialize in wealth accumulation, with a focus on the transition and preservation of wealth distribution.Visit my website

Expertise: Retirement Planning, Investment Strategies, Wealth Management, Employee and Executive Benefits Planning, Private Client Services

Languages: English

Location: Calabasas CA, 91302

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Ehud KaldesEhud Kaldes has always been passionate about finance & the stock market, which ultimately led him to pursue a career in the field. He grew up just outside of Boston, and studied at The New School in NYC. He later moved to LA. Before joining Northwestern Mutual, Ehud served as VP of Sales & Marketing. Prior to that, he worked at Roland as a Sales & Product Specialist, designing music software.Visit my website

Expertise: Financial Planning, Retirement Planning, Education Funding, Disability Income Planning, Life Insurance Planning

Languages: English

Location: Calabasas CA, 91302

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Jason MelvinJason Melvin is the Founder of Jason Melvin Financial and has worked in Financial Services for over a decade. As the son of a CPA, helping people through financial planning has always been a big part of his world. Jason creates holistic financial plans for individuals, families, and businesses in the advertising, marketing, medical, and tech industries. He believes wealth is not built by earning.Visit my website

Expertise: Financial Planning, Disability Income Planning, Education Funding, Investment Strategies, Life Insurance Planning, Long Term Care Planning, Qualified Plan Benchmarking, Retirement Planning, Wealth Management

Languages: English

Location: Calabasas CA, 91302

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Michael Waxberg

CLU®, ChFC®, CFP®, RICP®

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Expertise: Financial Planning, Investment Strategies, Retirement Planning, Retirement Income Planning, Business Succession Planning, Estate Planning

Languages: English

Location: Los Angeles CA, 91302

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Jaqilyn Wolfe

CFP®, ChFC®

Each of us has a different vision of what it means to be financially secure, and your vision is likely to change throughout your lifetime – when you begin your career, start a family, educate your children and enter retirement. I can help you create a personalized financial plan that has a firm foundation in your beliefs and addresses your hopes for the future.Visit my website

Expertise: Financial Planning, Investment Strategies, Life Insurance Planning, Disability Income Planning, Retirement Planning

Languages: English

Location: Calabasas CA, 91302

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