Our firm provides comprehensive fee-based planning and wealth management services to business owners, professionals, and other middle affluent clients. We believe in a comprehensive approach to planning, and provide a panorama of services including our Financial Clarity Planning Process, a full line of diversified investment products, and a complete line of employee benefits packages for small businesses. Using a values based approach, we analyze and plan a client's retirement plan, investment portfolio, income tax strategies, risk management, estate planning and business succession issues. Our recommendations are based on your specific goals, needs, and circumstances. We focus on helping you get to where you need to be to succeed.
Securities, insurance products, and investment advisory services offered through FSC Securities Corporation and its affiliates, member FINRA and SIPC, and a registered investment advisor. Certain insurance products are offered by Karen Codman, CA insurance license 0B90642, as a licensed agent independent of FSC.
Investments in securities involve risk including the potential loss of principal.
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Company Details
- Employees
- 3
- Founded
- -
- Address
- 1165 E. San Antonio Dr. Suite G, Long Beach,ca 90807,united States
- Phone
- +1 562 728 5800
- pa****@****man.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- karencodman.com
- Keywords
- Financial Planning, Investments, Insurance (Life and Health), Divorce, Long-Term Care and Disability, Employee Benefit Plans.
- HQ
- Long Beach, CA
- Competitors
- College Planning of Greater Long Beach, Basar Law, Inc., JST Investment Consulting, Inc., Eastbay Tax Service, Edward Jones - Financial Advisor: Gary A Springer, Hoang Le Tax Insurance Financial Service, Foreclosure Tax Expert, Seacliff Wealth Management, Tax Tyme Financial Services, Diane’s Tax Preperation and Consulting Service.
Karen Codman - Lunaria Wealth Management And Financial Planning Questions
Karen Codman - Lunaria Wealth Management And Financial Planning's helpline number is +1 562 728 5800
Karen Codman - Lunaria Wealth Management And Financial Planning's website is karencodman.com
Karen Codman - Lunaria Wealth Management And Financial Planning's LinkedIn profile is https://www.linkedin.com/company/karen-r.-codman
Karen Codman - Lunaria Wealth Management And Financial Planning has
3 employees.
View email and phone details for 3
employees at Karen Codman - Lunaria Wealth Management And Financial Planning.
Karen Codman - Lunaria Wealth Management And Financial Planning's industry is
Financial Services
Karen Codman - Lunaria Wealth Management And Financial Planning's top competitors are
College Planning Of Greater Long Beach,
Basar Law, Inc.,
Jst Investment Consulting, Inc.,
Eastbay Tax Service,
Edward Jones - Financial Advisor: Gary A Springer,
Hoang Le Tax Insurance Financial Service,
Foreclosure Tax Expert,
Seacliff Wealth Management,
Tax Tyme Financial Services,
Diane’s Tax Preperation And Consulting Service.
Karen Codman - Lunaria Wealth Management And Financial Planning's support email address is paul@karencodman.com
Karen Codman - Lunaria Wealth Management And Financial Planning's categories are Financial Services
Karen Codman - Lunaria Wealth Management And Financial Planning's founding year is 1998
