Mission:
At our firm, we have the client, and only the client, in mind. Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. We understand the challenges families face today.
From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. We believe in thinking “outside the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused toward, the client, and your satisfaction.
Team:
Randy Madrid: CERTIFIED FINANCIAL PLANNER ™
Carly Shafik: Financial Planner
Elizabeth Martinez: Financial Planner
Diego Cortez: Financial Planner
Kayla Cross: Client Services Manager
Tammy Do: Branch Operations Manager
About LPL Financial:
LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation*. A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best: help their clients attain their financial goals and fulfill their dreams. For more information about LPL Financial, visit www.lpl.com.
Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Member SIPC www.sipc.org.
The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: CA, FL, MN, VA
Company Details
- Address
- 111 N Sepulveda Blv,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- madridretirementadvisors.com
- Keywords
- Retirement Planning, College Planning, Asset Allocation, Insurance Planning, Estate Planning, Investment Planning.
- HQ
- Manhattan Beach, California
- Competitors
- Proxy Freedom, PACIFIC 9 TRANSPORTATION, INC..
Madrid Retirement Advisors Questions
Madrid Retirement Advisors's website is madridretirementadvisors.com
Madrid Retirement Advisors's LinkedIn profile is https://www.linkedin.com/company/madridra.lpl
Madrid Retirement Advisors's industry is
Financial Services
Madrid Retirement Advisors's top competitors are
Proxy Freedom,
Pacific 9 Transportation, Inc..
Madrid Retirement Advisors's categories are Financial Services
