Karen Codman

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1165 E San Antonio Dr Ste G

Long Beach, CA 90807

+1 (562) 728-5800

https://www.karencodman.com

Karen Codman Our Firm provides fee-based planning and wealth management services to mid-career individuals, professionals and business owners and those in or approaching retirement. We believe in a comprehensive approach to planning, and as such we provide a panorama of services including our Financial Clarity Planning Process, a full line of diversified investment products*, and a complete employee benefits packages for small businesses.

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Reviews

5.02 reviews

Nancy A.

8/29/2014

Yes, 5 *s. Karen Codman's as good as it gets. Since switching my portfolio to her, I have felt in control of my finances & that I know what's going on. She works with me on the little stuff, like...

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Business services, nec, nec, Auditing services, Accounting services, except auditing

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Windawi & Associates has been serving clients for over a quarter century. In that time, we have encountered all manner of economic and market cycles, trends, and evolutions. While the financial world is always changing, our focus remains the same: to always do the right thing for our clients by providing a comprehensive and thorough overview of their financial situation. Based in Tustin, California, we proudly serve clients throughout Orange County, Southern California at large, and across the United States. Recognized as a Five Star Wealth Manager in Orange County from 2012-2018.* We work exclusively with your best interests in mind.