Connect with Top-Rated Financial Planners in Calabasas!

Planned Asset Management is an independent, registered investment advisor based in Calabasas, California, offering comprehensive financial planning services to individuals, families, professionals, and small business owners. With over 38 years of experience, our team of professional financial advisors helps clients manage their assets and achieve their goals. Our services include retirement, estate, investment, tax, insurance, and lifestyle planning. We pride ourselves on our commitment to our clients, providing personalized service and a focus on building trusted relationships.

At Kennedy Wealth Management, we specialize in helping you design and implement a customized Retirement Roadmap to ensure a stress-free and comfortable retirement. Our team of experts provides comprehensive financial planning services, including retirement income planning, 401(K) and IRA pension rollover strategy, long-term care and life insurance planning, wealth transfer, estate planning, and charitable gifting. We prioritize building lifelong relationships rooted in confidence and trust, and our mission is to help you retire comfortably and stress-free.