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Specialties
Today’s complex economic environment calls for an honest and detailed assessment of your needs as an individual, family, or business. We assist you to achieve your financial goals through awareness of your concerns and translating your objectives into realistic milestones. Our team of professionals helps you confidentially, pragmatically, and with empathy for your personal priorities from our California offices in Santa Monica, Manhattan Beach, and West Hollywood.
Our services of life planning, retirement planning, college planning, estate planning and business planning are actualized from an appropriately wide array of investments and insurance. We are glad to work with your existing professional CPA or attorney, but may make suggestions if you are looking.
Meet the Business Owner
Peter McNeil M.
Business Owner
Peter McNeil has been working as a full service financial advisor since 2001. Prior to offering personal and business planning, Mr. McNeil worked for Commerce Clearing House as a tax specialist for over 25 years. In his current advisory capacity, unlike many insurance agents or brokers, Peter has expertise across multiple financial specialties.
Mr. McNeil obtained an undergraduate degree in Accounting from Northeastern University in Boston Massachusetts. Later he was granted an MBA degree from Pepperdine University in Malibu, California. In addition to these degrees earned, Mr. McNeil is certified by the State of California to sell long term care insurance, with a Long Term Care Partnership designation. Further, he has the following licenses:
CA Life and Health Insurance 0D35354
Securities license #7 and 66 — CRD #43 785 676
CA Tax Preparation License #A158879
