Money Lead$
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Frida Valijan
PlanMember Services
6320 Canoga Ave Suite 1561
Woodland Hills Ca 91367
O: 818-388-5088
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Years in business: 4
Field Profession: Financial Advisor
Company Description and Services:
One of the biggest challenges we face in life is to plan for retirement and grow our net worth.
A good first step is to make saving and investing a top priority. It is also important to have a knowledgeable advisor and access to quality solutions designed to help you achieve your investment and retirement goals. That’s where I can help.
I specialize in helping individuals at every stage of life plan and invest for their future. My clients include educators, employees of nonprofit and for-profit organizations, and come from all walks of life. Many are still working while some are nearing or enjoying retirement now.
As an independent advisor with PlanMember, I can help put a plan in place for your future. You can choose from a broad spectrum of Investment Options, including professionally managed mutual fund accounts and insurance programs. You will also enjoy the Benefits of Membership through the PlanMember Services Program, a comprehensive retirement planning system designed to help take the mystery out of saving for retirement. And, you can choose the level of service that is right for your personal investment style.
Contact me today so we can create a custom savings and investment plan that will help you reach your wealth accumulation and retirement goals.
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Representatives registered with and offer only securities and advisory services through PlanMember Securities Corporation, a registered broker/dealer, investment advisor, and member FINRA/SIPC.
Before investing, carefully read the prospectus(es) or summary prospectus(es) which contain information about investment objectives, risks, charges, expenses, and other information all of which should be carefully considered. For current prospectus(es) call (800) 874-6910. Investing involves risk. The investment return and principal value will fluctuate and, when redeemed, the investment may be worth more or less than the original purchase price.
Asset allocation or the use of an investment advisor does not ensure a profit or guarantee against loss.