Advisors near Malibu, California
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Showing 1 - 12 of 144 results
CHARTON FINANCIAL GROUP - MOORPARK, CA
Moorpark, California
Charton Financial Group strives to serve as a leading provider in the delivery of wealth management, risk management and employee benefit strategies. We define our role as advocates on behalf of affluent individuals, families and organizations who require highly specialized, comprehensively independent and integrated financial services.
Charton Financial Group is proud to have served our clients for nearly four decades and in that time we are proud to have earned the reputation as qualified industry professionals. Our professionals share a singular focus centered entirely on advancing the interests of our clientele. We take great pride in the scope and depth of our organization which enables us to remain authentic to our mission, employ our guiding core values and pursue the greatest impact in support of our client objectives.
As we partner with our clients to understand their specific needs, goals and visions, we leverage our independent business model to offer our clients holistic planning and access to a broad universe of robust experience, products and services. This client centric model empowers us to bring together dynamic innovation, preferred relationships, advanced resources and extensive decision and implementation support services. In that spirit, we aim to empower our clients to preserve what is important, inspire the creation, seek growth and preservation of assets, effectively manage risk and to help organizations advance their human and financial capital. We endeavor to bring our individual and corporate clients balanced strategies to help them prosper long term and Envision Optimized Returns In Life ®
ALLIANCE 360 INSURANCE SOLUTIONS - LOS ANGELES, CA
Cypress, California
Alliance 360 Insurance Solutions' Los Angeles office, part of Alliance 360 Insurance Solutions, operates out of Cypress, California. It works with mid-sized employers across construction, professional business services, religious and non-profit organizations, and retail services.
The office places fully insured medical coverage, including PPO and HMO plan designs, along with ancillary lines and retirement plans. Example carriers include CIGNA, Kaiser Permanente and Anthem BCBS.
JACARANDA INSURANCE AGENCY, INC. - LOS ANGELES, CA
Cypress, California
Jacaranda Insurance Agency, Inc. - Los Angeles, CA operates from Cypress, California as part of Jacaranda Insurance Agency. The office works with mid-sized employers in professional business services, placing fully insured medical coverage through PPO and HMO arrangements along with ancillary lines and retirement plans. Example carriers include Anthem BCBS and Elevance.
CONNEXION INSURANCE SOLUTIONS - LOS ANGELES, CA
Los Angeles, California
Connexion Insurance Solutions maintains an office in Los Angeles, California, operating as part of the broader Connexion Insurance Solutions firm. The office works with employer clients in manufacturing, administrative and support services, healthcare and social services, professional business services, and agriculture, spanning small, mid-sized and large employers.
Its work covers self-funded arrangements, medical coverage, ancillary lines and retirement plans, along with mega wrap and MEWA structures. Employer clients including Aero-Flite, Inc. and Redapt, Inc. are well rated by their employees for benefits. Example carriers placed by the office include Premera BCBS, UnitedHealthcare and Kaiser Permanente.
DKB FINANCIAL SERVICES - LOS ANGELES, CA
Whittier, California
DKB Financial Services - Los Angeles, CA is an office of DKB Financial Services, based in Whittier, California. Its work centers on mid-sized employers in manufacturing, where it places medical coverage through PPO and HMO arrangements along with prescription drug benefits, ancillary lines and retirement plans. Example carriers include Aetna and Principal Financial.
EDMONDS - LOS ANGELES, CA
El Segundo, California
Edmonds - Los Angeles, CA is an office of Edmonds based in El Segundo, California. Its work centers on employer clients in healthcare and social services, professional business services, and wholesale trade, primarily mid-sized employers.
The office places self-funded arrangements alongside medical coverage through PPO and HMO plans, prescription drug benefits, ancillary lines, retirement plans, and mega wrap arrangements. Clients including Richardson Kontogouris Emerson LLP are well rated by their employees for benefits. Example carriers include Blue Cross Blue Shield of CA, Cigna and Kaiser Permanente.
GUTTMAN FINANCIAL PLANNING, INC. - LOS ANGELES, CA
Los Angeles, California
Guttman Financial Planning, Inc. is a standalone employee benefits brokerage office based in Los Angeles, California. Its work centers on professional business services employers of mid-size, where it places fully insured medical coverage including PPO and HMO plan designs along with prescription drug benefits. Example carriers include Anthem BCBS.
UIP INSURANCE SERVICES - LOS ANGELES, CA
Pasadena, California
UIP Insurance Services - Los Angeles, CA is a standalone employee benefits brokerage office based in Pasadena, California. Its work centers on educational services and manufacturing employers, primarily mid-sized and large organizations, including groups with collectively bargained arrangements. The office places self-funded and medical coverage along with HMO plans, ancillary lines and retirement plans.
Among its employer clients, Newell Coach Corporation is well rated by its employees for benefits. Example carriers include MetLife, SafeGuard Health Plans Inc and California Valued Trust.
PETRA RISK SOLUTIONS - LOS ANGELES, CA
Cerritos, California
Petra Risk Solutions' Los Angeles office, part of Petra Risk Solutions, operates out of Cerritos, California. Its work centers on employers in the restaurant, bar and accommodation services sector, primarily mid-sized and large employers.
The office places fully insured medical coverage, including PPO and HMO arrangements, along with prescription drug benefits, ancillary lines and retirement plans. Example carriers include Kaiser Permanente, Aetna and Anthem BCBS.
DIALANI ASSOCIATES - LOS ANGELES, CA
Monrovia, California
Dialani Associates - Los Angeles, CA is a standalone employee benefits brokerage office based in Arcadia, California. Its work centers on mid-sized employers in wholesale trade, data, media and telecom, and manufacturing.
The office places fully insured medical coverage through PPO and HMO arrangements, along with prescription drug benefits, ancillary lines, retirement plans and Mega Wrap arrangements. Example carriers include Anthem BCBS, Elevance and Kaiser Permanente.
LEAVITT - LOS ANGELES, CA
Los Angeles, California
Leavitt's Los Angeles, California office is part of the Leavitt brokerage network, serving small and mid-sized employers with concentrations in manufacturing and retail services. The office places both self-funded and fully insured arrangements, with medical coverage structured through PPO and HMO plans, alongside prescription drug benefits, ancillary lines, retirement plans and Mega Wrap arrangements.
Among its employer clients, Pearson Dental Supplies, Inc. is well rated by its employees for benefits. Example carriers used by the office include Kaiser Permanente, Aetna and California Physicians Service.
BRS, BENEFITS & RISK SOLUTIONS, INC. - LOS ANGELES, CA
Valencia, California
BRS, Benefits & Risk Solutions, Inc. is a standalone employee benefits brokerage office based in Los Angeles, California. Its work centers on manufacturing and professional business services employers, primarily large organizations. The office places self-funded arrangements alongside medical coverage through PPO and HMO plans, prescription drug benefits, ancillary lines and retirement plans. Example carriers include CIGNA, Anthem BCBS and Kaiser Permanente.
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