Jeffrey Muhle

Advisor at Financial Planning Concepts, Inc.

Financial Adviser at Financial Planning Concepts, Inc. in Manhattan Beach, CA

About

To provide independent objective unbiased (IOU) investment services where your interests come first and foremost.

Contact
Click for phone number
(310) 373-1624
Address
520 14Th St in Manhattan Beach, CA 90266
Info
None specified

Reviews

Peer Endorsements

Best Answers

Q&A
Asked by Kyle

Answered by Jeffrey Muhle
Financial Adviser in Manhattan Beach, CA
If the rate you're paying on borrowed funds is less than the yield you can earn on invested funds then borrow as much as you can. For instance, if you can borrow agai...
Borrowing Financial Planning Investing & Retiring
Q&A
Asked by an anonymous user

Answered by Jeffrey Muhle
Financial Adviser in Manhattan Beach, CA
To answer this question properly, I need to know the outstanding mortgage balance on both properties, current market values and the length of time you've had the loans.
Borrowing Mortgage Refinance
3

Specialties

  • Bonds & Fixed Income
  • Business Planning
  • Commodities
  • Education Savings
  • Equities
  • Mutual Funds
  • Options & Futures
  • Retirement Planning
  • Risk Management
  • Tax Advantaged Investments

Servicing

Credentials

Licenses

Series 7

Associations

CFA Society of LA

Certifications

Certified Financial Planner (CFP)
Chartered Financial Analayst (CFA)

Background

Experience

Wealth Manager

Education

Creighton University
Iowa State University