UBS Financial Services, Inc

John Halperin is a Senior Vice President of Wealth Management at UBS Financial Services, specializing in advising athletes and entertainers. With an extensive background in financial planning, he offers a personalized approach that combines strategic access to UBS's resources and a focus on the unique financial complexities faced by high-achieving professionals. Halperin's team is dedicated to providing comprehensive financial solutions that encompass liquidity needs, longevity planning, wealth transfer strategies, and life transition planning. Recognized multiple times as one of Forbes' Best-in-State Wealth Advisors, he brings a wealth of experience and insights tailored to simplify the financial landscapes of clients navigating dynamic personal and professional goals. Generated from the website

Primerica, located in Mission Hills, CA, has been helping families secure their financial futures for over 45 years. Their licensed representatives educate clients on simple financial concepts and offer solutions such as term life insurance, investments, and debt solutions to empower informed financial choices. With a focus on financial education and personalized financial needs analysis, Primerica aims to guide clients towards achieving their goals through a people-first philosophy. Recognized for excellence and trustworthiness, Primerica is committed to providing quality service and solutions to help middle-income families achieve financial freedom. Generated from the website