Investment Mgmt in Westlake Village

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Westlake Village - Investment Mgmt

Specialties: Wealth Mgmt for professionals (Dr., Exec, Atty, CPA).

Elad Goren
Financial Planner - Financial Pointe

We are CFPŽ's that work mainly with Doctors, Executives, CPA's and Attorneys. We believe that implementation can only be done correctly when there is a well thought out plan in place first.

(818)338-3570
(818)338-3571 Fax

5743 Corsa Ave
Westlake Village, CA 91362-6449 - MAP

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Profession	Investment Mgmt

Specialty	Wealth Mgmt for professionals (Dr., Exec, Atty, CPA).

Group	WLK3 ~ WLK5

Business Name	Financial Pointe

Title	Financial Planner

Address	5743 Corsa Ave Suite 219 Westlake Village, CA 91362-6449

Work Phone	(818)338-3570 x102

Fax	(818)338-3571

Web Site	www.financialpointe.com

Member Since	6/2007

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Charities	Moorpark College Foundation & Friends of Eliya


College Degrees	BS in Finance from California State Universtiy Northridge


Organizations	Jewish Business Leaders

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