Financial Planning Division

Serving Southern California

 

About The Financial Planning Division, an Office of MetLife 

 

  • Financial Planning & Wealth Management Products offered through MetLife Securities
  • MetLife’s # 1 Office in overall business results in the US. for 2011
  • MetLife’s Fastest Growing Financial Planning Firm in the US. for 2011
  • Ranked “Best Places to Work in Orange County”  by the Orange County Business  Journal in 2011
  • 5 Major Locations in Los Angeles/Orange County
  • Full Service Investment Capabilities
  • Open architecture advisory accounts
  • Over 125 financial services representatives
  • 50% retention rate for IXP advisors compared to a 15% industry standard 

 

 

We Deliver a World Of Solutions

The Financial Planning Division is an industry leader in offering personal, face-to-face financial guidance.

 

Achieving financial goals requires the guidance of a Financial Advisor who is backed by a company that employs a diverse team of representatives. Our team is here to work with you to deliver cutting-edge financial solutions to meet our clients needs in the following areas:

 

 

·Comprehensive Financial Planning

 

 

·Estate Planning

 

 

·Business Planning

 

 

·Retirement Planning

 

 

·Executive Benefits Planning

 

 

·Special Needs Planning

 

 

 

Our Firm Vision

The Financial Planning Division will transform the way Southern Californians think about protection and retirement needs, inspiring them to act on their best intentions. We will differentiate ourselves by providing access to a network of the most caring, most competent, best supported advisors anywhere

 

We will work with your tax and legal advisers to help you select the most appropriate product solutions to suit your specific needs and circumstances.

We have representatives in this office licensed and registered to offer products and services in [CA]. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact this office for further information.

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