Nationwide Insurance. Wahla Insurance & Financial Services

Wahla Insurance has been around since 1998. We offer a whole host of Financial Services & Investment products. Through our community involvement we have become one the the fastest growing Nationwide Insurance Agencies in California. We specialize in Life, Investments, Commercial, Auto and Home Insurance. And we are currently hiring.

Trusted Financial Advisors

Certified Financial Planners (CFP)®, FEE FOR SERVICE ONLY, NO PRODUCT SALES! We serve clients whose investment and retire ment accounts total $500,000 and greater and who are looking to delegate investment decision making so they may attend to their busy schedules. Our current clients include physicians, software developers, business owners and retirees from all walks of life. We usually run financial projections to help our client gain clarity of their financial abilities and limitations. We help people set realistic and achievable goals in areas such as retirement planning, college funding, medical expense planning, insurance and estate planning. Our service is similar to that of a medical General Practitioner: we diagnose your needs and may recommend highly qualified professionals such as an attorney, an accountant or an insurance agent to meet your specific needs. We are also a Registered Investment Advisor. This means we work with you to develop a portfolio of investment that will serve your needs for income, growth or both. We generally work with conservative client for whom wealth preservation is most important.

Moore Financial Advisors Ltd

Moore Financial Advisors has been providing independent, fee-only financial planning and investment management services since 2003. We help you plan and manage your finances so that you can focus on what you enjoy most. You have dreams and goals for your life, but you also have the day-to-day demands of your life to attend to. That's where we come in - we are your trusted advisor, providing you with the guidance you need so you can have peace of mind in knowing you're on track.

Clarity for Women, Inc.

Clarity for Women is a comprehensive, fee-only financial planning firm dedicated to serving divorcing, widowed and professional women. Founded in 2002 by certified financial planner and CPA Joanie Halfaker, Clarity for Women has been helping women achieve financial clarity through comprehensive and unbiased advice. Beginning with a full circle look at each client's personal values, assets, debt and cash flow needs, Clarity for Women advisors use a holistic approach to develop a customized plan, supplemented by ongoing coaching, to help clients realize their financial goals.

Cipolla Financial and Insurance Services

We offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Contact us to help you fully analyze your needs and recommend appropriate solutions.