Carol Otters, Financial Advisor located in La Palma, CA

Financial Advisor
Carol Otters

6 Centerpointe Dr, Ste 780, La Palma, CA 90623opens in a new window
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Focus Areas

  • New Investors
  • LGBTQ+ Finances
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Special Needs Financial Considerations
  • Portfolio Reviews

Personal Interests

  • Community Outreach
  • Drawing
  • Home Theater
  • Pets
  • Health & Nutrition

Team Members

  • Eric Navarro
    Sr. Branch Office Administrator
  • Ursula Jensen
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(562) 425-1048

Fax

(877) 268-8807

Office Address

6 Centerpointe Dr
Ste 780
La Palma, CA 90623opens in a new window

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