Focus Areas

  • Retirement Savings Strategies
  • Portfolio Reviews
  • Socially Conscious Investing
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans

Personal Interests

  • Active Lifestyle
  • Horseback Riding
  • Swimming
  • Skiing
  • Traveling

Contact Me

To discuss working together, request a complimentary consultation:

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Office Information

Hours

Office Hours
WeekdayAvailability
Monday 09:00AM - 05:00PM
Tuesday 09:00AM - 05:00PM
Wednesday 09:00AM - 05:00PM
Thursday 09:00AM - 05:00PM
Friday 09:00AM - 05:00PM
Saturday By Appointment Only
Sunday Closed

Additional Hours

  • Web Conferencing

Fax

(877) 208-0673

Branch Team

  • Margo Parsons
    Sr. Branch Office Administrator

Office Address

1230 Rosecrans Ave Suite 290
Manhattan Beach, CA 90266
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