Michael Raji-Thrivent

Pension Portfolios is a registered investment firm based in La Quinta, CA, serving clients in multiple states across the U.S. They adhere to state regulations and registration requirements to provide investment products and services to individuals residing in states where they are licensed. With licenses in a wide range of states including California, Texas, Florida, and more, Pension Portfolios offers personalized financial solutions and expertise to help clients achieve their investment goals and secure their financial futures.Generated from the website

LPL Financial in Palm Desert is a trusted provider of investment and business solutions for independent financial advisors nationwide. With a focus on empowering both advisors and clients with cutting-edge tools, technology, and resources, LPL Financial is dedicated to helping individuals achieve financial success. Generated from their website's infomation

Indian Wells Wealth Management Group, a branch of UBS Financial Services Inc., is dedicated to providing tailored financial planning and wealth management services to clients facing significant life changes. Their approach emphasizes understanding individual priorities, goals, and concerns to enhance clients' financial well-being for years to come. The team comprises experienced professionals, including Senior Vice President Lawrence R. Zech, First Vice President Warren Overman, and Financial Advisor Phillip Tanner, each bringing a wealth of knowledge and a commitment to client service. With a focus on comprehensive financial strategies, they aim to empower clients to embrace opportunities and tackle challenges effectively. Generated from the website