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Financial Planner Westlake Village
CERTIFIED FINANCIAL PLANNER™ Practitioner

If you work to accumulate assets, you need to have a plan for them. Our retirement planning technology will serve as a visual guide to help monitor the likelihood of your financial success. In creating a blueprint for your future, it's important to have a realistic set of expectations, along with a mix of discipline and flexibility. Our team will add experience and professionalism to your retirement plan by providing you a holistic approach with services that include a cash flow analysis, risk tolerance discovery, asset class and inflation projections, personal net worth statement, healthcare expense analysis, and economic analysis.

If you are seeking advice from a financial planner in Westlake Village or the surrounding area, our process will assist you in developing a plan of action that can lead to a successful retirement. Clients depend on us to manage and provide advice for their retirement accounts, which include 401(k)s, Profit Sharing Plans, Defined Benefit Plans, and all types of IRAs (Traditional, Rollover, Roth, SEP, and SIMPLE).

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