Koopman, Megan E

Vanita Kibbe joined First Command Financial Services as a Financial Advisor in March 2002, following a 20-year career in the United States Navy. She began her career in satellite and secure voice communications and retired as a command career counselor. A member of the Financial Planning Association, Financial Services Institute and the National Association of Professional Women, Vanita holds Series 6, 63, 66 and 7 securities licenses plus state life and health insurance licenses. She is pursuing the Chartered Financial Consultant & Trade designation from the American College. As a First Command Financial Advisor, Vanita is committed to helping her clients pursue their financial goals and lifetime dreams by bringing sound financial knowledge and trustworthy advice to a lasting relationship with each individual and family she serves. Having witnessed the financial difficulties resulting from the loss of a family member, Vanita is committed to helping others prepare thoughtfully for the financial well-being of their loved ones. A member of the Santa Maria Chamber of Commerce, Fleet Reserve Association, Federally Employed Women, Navy League of the United States and Veteran of Foreign Wars, Vanita enjoys wine tasting, bowling, golf, sailing, horseback riding and spending time with her husband, Brian.

Associated Retirement is a financial services firm based in Santa Maria, CA, specializing in retirement planning and investment management for individuals and families. With a focus on personalized strategies, they aim to help clients achieve their long-term financial goals. Offering a range of services including retirement income planning, asset allocation, and risk management, Associated Retirement provides tailored solutions to address each client's unique financial needs and objectives. Generated from their business information

SpecialtiesRetirement Planning, Estate Planning Considerations, Portfolio Design and Management, Life and Long-term Care Insurance Solutions, Wealth Management. Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC