portrait of Carol Otters

Carol Otters

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Focus Areas

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

Personal Interests

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

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Office Information


Office Hours
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


(888) 432-1037

Branch Team

  • Eric Navarro
    Sr. Branch Office Administrator

Office Address

4010 Watson Plaza Drive
Suite 235
Lakewood, CA 90712
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