Connie Horstkotte, Cfp® Email and Phone Number
Connie Horstkotte, Cfp® work email
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Connie Horstkotte, Cfp® personal email
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Connie Horstkotte, Cfp® phone numbers
As an independent financial advisor, I take a comprehensive and personalized approach to financial planning, retirement planning and investing. I look at your entire financial situation and lay out a financial plan to take you in the direction you want to go. I then guide my clients on how to invest their money in accordance with the plan we’ve created.Many of my clients are in varying stages of their lives, with different personal wealth and resources. They come to me because of busy lives and cannot devote enough time to their personal finances and portfolio management. They are uncertain whether they have saved enough or are doing enough for their retirement. They worry about the health prospects of their aging parents as well as their own. They are transitioning to a new career or pondering to start their own business.Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. CA Insurance number 0C98031. Communications strictly intended for individuals residing in the states of AZ, CA, CO, FL, NV, TX, VA, WA. No offers may be made or accepted from any resident outside the specific state(s) referenced.IMPORTANT: We do not provide customer service or enable financial transactions through this site. Should any client of the firm have questions or concerns that are specific to their account(s), please contact your financial advisor directly. You should never post personal, account or transaction information anywhere on this site. For customer inquiries, please call 310-325-7550.
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Financial Advisor At Osaic Wealth, Inc.Osaic Nov 2023 - Present3838 Carson Street, Suite 220 Torrance, Ca 90503
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Financial AdvisorFsc Securities Corporation 2004 - Present3838 Carson Street Suite 220 Torrance, Ca 90503 (310) 325-7550Key Services:Investing: asset allocation, portfolio management and consolidate and simplify investmentsRetirement planning: building financial independence, how to plan for retirementRetirement income planning: timing of withdrawals from retirement accounts and taxable accounts, appropriate distribution method from your 401k, pension plan, traditional IRA, Roth IRA, IRA rolloversTaxes: strategy for reducing taxes during earning years and increasing income during retirement, increase understanding and awareness of tax-advantaged investmentsRisk Management: review life insurance policies and long term care needs Estate Strategies: beneficiary check-ups, gifting, titling of assets, stretch IRAsThe site may contain links to articles or other information that are contained on a third party website. FSC Securities does not endorse or accept responsibility for the content, or the use, of the web site. FSC Securities assumes no liability for any inaccuracies, errors or omissions in or from any data or other information provided on the pages. FSC Securities is not affiliated with LinkedIn. We do not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by fans or any third-parties on this site. We do not control, serve, adopt or endorse any content that LinkedIn may publish on this site. No part of this site is intended to make a recommendation or state a testimonial for or about a security, service or product, or to provide investment, tax or any other advice. At our discretion, we may remove comments or fans for a number of reasons. We request that you keep your comments within the purposes of this site. In your comments, please avoid specific mention or discussions about investment advice or products, specific securities or investments, or trading strategies. -
Board TrusteeSwitzer Learning Center 2008 - 2012Torrance, CaLead the board development team in constructing a board trustee recruiting system that ensures diversity and balance. Engaged community and corporate volunteers to join and deliver creative solutions to the centers ever-changing needs.
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Board Member, Various ChairmanshipTorrance Kiwanis Club 2003 - 2009Torrance, CaLead the new membership committee in increasing membership and developing an orientation program.
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Financial AdvisorWaddell & Reed 2000 - 2004 -
Software DeveloperFirst Byte 1994 - 1997
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Software DeveloperXerox Corporation 1989 - 1994
Connie Horstkotte, Cfp® Education Details
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UclaMathematics/ Computer Science
Frequently Asked Questions about Connie Horstkotte, Cfp®
What company does Connie Horstkotte, Cfp® work for?
Connie Horstkotte, Cfp® works for Osaic
What is Connie Horstkotte, Cfp®'s role at the current company?
Connie Horstkotte, Cfp®'s current role is CERTIFIED FINANCIAL PLANNER™ professional, Financial Adviser, Retirement Planner.
What is Connie Horstkotte, Cfp®'s email address?
Connie Horstkotte, Cfp®'s email address is ch****@****.rr.com
What is Connie Horstkotte, Cfp®'s direct phone number?
Connie Horstkotte, Cfp®'s direct phone number is +131031*****
What schools did Connie Horstkotte, Cfp® attend?
Connie Horstkotte, Cfp® attended Ucla.
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