Long Beach, CA Financial Advisor Office

Connor BurchellConnor was introduced to the firm through last year, 2024. He grew up in Broomfield Colorado and now resides in Laguna Niguel. Connor attended Metro State University of Denver and majored in Marketing. Prior to joining NM, he was a Union Welder! He then transitioned into the financial sphere and continues to excel! Loves helping people realize their dreams through strong financial planning!Visit my website

Expertise: Financial Planning, Retirement Planning, Life Insurance Planning, Education Funding, Disability Income Planning, Estate Planning, Employee and Executive Benefits Planning

Languages: English

Location: Long Beach CA, 90802

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Alex Chin Visit my website

Languages: English

Location: Long Beach CA, 90802

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Olivia Ducharme Visit my website

Languages: English

Location: Long Beach CA, 90802

MBA

Languages: English

Location: Long Beach CA, 90802

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Kelly Heinen Visit my website

Languages: English

Location: Los Angeles CA, 90071

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Bastian Huck Visit my website

Expertise: Financial Planning, Employee and Executive Benefits Planning, Retirement Planning, Disability Income Planning, Education Funding, Business Valuation Planning

Languages: English, French, Italian, German, Hebrew

Location: Long Beach CA, 90802

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Daniel KatzI specialize in working with driven and successful professionals, specifically those in the market for financial education, a comprehensive plan, and a long-term relationship. My team and I focus on tax efficiency and wealth preservation, yet we excel with clients who are in the process of building their careers, as they establish a strong financial planning foundation for their lives.Visit my website

Expertise: Financial Planning, Retirement Planning, Life Insurance Planning, Disability Income Planning, Education Funding, Long Term Care Planning, Business Risk Management, Wealth Management, Retirement Income Planning

Languages: English

Location: Manhattan Bch CA, 90266

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Jessica MartiniMy financial practice is based in Long Beach, though my clientele are nationwide. I am passionate about volunteering with industry associations and organizations that support women's initiatives. My goal is to educate and empower professionals through the practice of financial planning, and I have been fortunate to be able to share my knowledge at various seminars with Fortune 500 companies.Visit my website

Expertise: Life Insurance Planning, Business Risk Management, Financial Planning, Retirement Planning, Education Funding, Employee and Executive Benefits Planning, Long Term Care Planning, Disability Income Planning, Estate Planning, Business Continuation Planning

Languages: English

Location: Long Beach CA, 90802

MBA

Expertise: Financial Planning, Life Insurance Planning, Retirement Planning

Languages: English

Location: Long Beach CA, 90802

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