I am passionate about building customized financial strategies and life-long relationships with families and business owners. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I also support business owners by evaluating and building custom retirement strategies to meet their financial needs.
Though I enjoy working with all my clients, I have made the most impact with people in transition (changed jobs, recent retirement, divorce, etc.). I especially like helping professionals in biotech/pharma since I have 15 years of experience working in the industry.
I became a financial advisor to give back to the community that has given so much to me and my family. I am a member of the Rotary Club of Thousand Oaks. My goal is to help as many people as I can buy their first home, put their kids through college, retire with dignity and leave a legacy for their family.
For over two decades, I have lived in the Conejo Valley. Newbury Park is where I live, where my wife grew up and where we are raising our children. I have three kids, one son at Sequoia Middle School, a son at NPHS and a daughter at San Diego State University.
I would like to answer any questions you have to allow you to make informed, financially sound decisions. Contact my office today to see how I can help make your financial goals a reality.
Focus areas
- Retirement Savings Strategies
- Business Retirement Plans
- Entrepreneurs & Business Owners
- Wealth Strategies
- College Savings
- Insurance & Annuities
My Personal Interests
- Camping
- Car Restoration
- Coaching Sports
- Cooking
- Home Improvement
Office Information
Phone Number
Todd Augustine at (805) 499-9785- Sandra Matson
- Sr. Branch Office Administrator
- Stephanie Stambelos
- Sr. Branch Office Administrator
Branch Team
Weekday | Availability |
---|---|
Monday | 08:00AM - 05:00PM |
Mon | 08:00AM - 05:00PM |
Tuesday | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Wednesday | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Thursday | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Friday | 08:00AM - 05:00PM |
Fri | 08:00AM - 05:00PM |
Saturday | Closed |
Sat | Closed |
Sunday | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Monday | 08:00AM - 05:00PM |
Mon | 08:00AM - 05:00PM |
Tuesday | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Wednesday | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Thursday | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Friday | 08:00AM - 05:00PM |
Fri | 08:00AM - 05:00PM |
Saturday | Closed |
Sat | Closed |
Sunday | Closed |
Sun | Closed |
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Connect on Social
- Sandra Matson
- Sr. Branch Office Administrator
- Stephanie Stambelos
- Sr. Branch Office Administrator
Branch Team
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