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Financial Advisor Calabasas
CERTIFIED FINANCIAL PLANNER™ Practitioner

Are your assets protected for your loved ones? As fiduciaries, we feel responsible to emphasize the importance of a well thought out estate plan, and consider it an essential part of financial planning. We want our clients to be in control of the legacy they leave behind while avoiding probate. If you want to meet or speak with a financial advisor in Calabasas or the surrounding area, we can discuss your estate plan in detail. We provide efficient estate tax planning and asset protection while working with attorneys and CPAs to achieve the desired goals. This can be done through investment vehicles that include revocable and irrevocable trusts, living and testamentary trusts, charitable trusts, and private foundations. In addition, estate protection often requires insurance, so our clients receive guidance from our experience in supplemental health insurance and life insurance (term, whole, universal).

Contact Us

Palm Capital Management offers a no-obligation consultation that consists of providing you a thorough financial plan with investment recommendations before any potential services begin. Individuals tend to have different preferences when communicating a strategy for their financial and retirement planning. Bottom line… we want you to be comfortable and confident, so we can accommodate an in-person meeting, telephone call, or video conference. In addition, we can share our computer screens with you for easy online navigation when presenting your financial and retirement plan.

Palm Capital Management

2945 Townsgate Road, Suite 200

Westlake Village, California, 91361

Phone Number: 805.727.2000

Email: codi@palmcm.com

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Thank You: for contacting Palm Capital Management.

We will be in contact with you within one business day.

You can also call our office at: 805.727.2000