About
Certified Financial Planner with offices in Northridge, Thousand Oaks, Sherman Oaks, CA. Also have a presence in Honolulu, HI, and Roseburg, OR. Specialize in investments and retirement planning.
Address
325 E. Hillcrest Dr. Ste 195 in Thousand Oaks, CA 91360Info
Languages:
English, Spanish
Year started:
2000
Reviews
Peer Endorsements
Best Answers
Q&A
Asked by Charles Jones
Answered by Mark Haynie
Mortgage Professional in Los Angeles, CA
Mortgage Professional in Los Angeles, CA
Based on the 2.5% rate of your HELOC, it
appears to be PRIME -.75%, which is a pretty
sweet deal. I don't know if your initial
interest-only term was for 15 years or...
Q&A
Asked by Todd
Answered by Deborah Ellis
Financial Adviser in Thousand Oaks, CA
Financial Adviser in Thousand Oaks, CA
There are several mortgage companies that
specialize in refinancing manufactured or
mobile home whether or not you own the land.
Several of the ones I have found incl...
Q&A
Asked by Maureen
Hello Maureen,
Though I got a bit of a
chuckle from the way you worded your question,
it's certainly a misconception out there that
people over a certain age, or pe...
Specialties
- Bonds & Fixed Income
- Business Planning
- Education Savings
- Equities
- Estate Planning
- Mutual Funds
- Retirement Planning
- Risk Management
- Tax Advantaged Investments
- Other