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1080 Financial Group, uses industry leading technology to help simplify and manage your entire financial life. We help clients make informed financial decisions by offering objective advice.
Investment Management:
Fee based asset management, ETF's, mutual funds, brokerage, retirement accounts, Trusts & Estates.
Retirement Plans & Executive Benefits:
401(k), 403(b), Cash Balance, Pensions, SEP IRA, SIMPLE IRA, Non Qualified Deferred Compensation, Buy/Sell agreements.
Financial Planning:
Comprehensive financial planning for individuals and businesses. We use technology to help connect and organize your finances.
Accomplishments:
San Fernando Valley Business Journal "20 in their Twenties"
Chartered Retirement Planning Counselor, College for Financial Planning
Wall Street Journal - Featured Wealth Advisor
Featured publications:
Wall Street Journal
Institutional Investor
Fiduciary News
Associations:
San Fernando Valley Jaycees - Junior Chamber International
Jewish Federation of Los Angeles - Young Adults Los Angeles
25 to 5 - City of Hope
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