Cappel Companies

Financial Pointe in Westlake Village, CA, is a trusted financial planning firm serving successful individuals throughout Southern California. Specializing in tax planning, estate planning, investment planning, and more, their team works closely with clients to help them achieve their financial goals. With experienced advisors like Ed Albrecht, Ken Benedict, Shawn J. Corkery, and Jack Dvir, Financial Pointe provides personalized financial guidance to business owners and individuals looking to secure their financial future. Committed to excellence and community involvement, the firm helps clients navigate the complexities of financial planning with expertise and care.Generated from the website

Livergood, Russell CFP is a financial planning firm based in Westlake Village, CA, specializing in providing personalized wealth management services to individuals and families. With a focus on long-term financial goals and strategies, the team at Livergood, Russell CFP helps clients navigate the complexities of investment planning and retirement planning with expertise and care. Generated from their business information

Financial planner in Westlake Village, California - Once your investments reach $500,000, the way you manage your portfolio needs to evolve. Work with an EP Wealth Advisor who knows you and understands your goals to create a financial plan which prepares you to invest in the markets, and gives the proper context for your investments so you can make prudent decisions no matter where you are in the market cycle.