Business owners are responsible for all facets of their businesses, including the selection, establishment and monitoring of retirement savings plans for themselves and their employees. With so many plan types to choose from, it is important to have a knowledgeable, experienced and understanding guide to help them make the appropriate choice for their businesses and their employees.
At Canoga Wealth Management, LLC, we focus on providing companies, and select individuals, with guidance on their retirement savings planning and retirement income stream planning. Our staff includes a CERTIFIED FINANCIAL PLANNER™ (CFP®), an Accredited Investment Fiduciary® (AIF®), Certified Fund Specialist® (CFS®) and a Professional Plan Consultant™ (PPC™). These designations are evidence of additional training and study that we have undertaken to provide our clients with the insight and advice that they expect and deserve. Our professional staff has over 40 years of combined experience in the retirement and financial services industry.
Your primary contact at Canoga Wealth Management, LLC is Bruce W. Anesi, CFP® who brings 23 years of experience in the health care finance world and an additional 12+ years of experience in personal financial planning, investment and retirement income planning.
For more information, or to schedule an introductory appointment, please contact:
Bruce W. Anesi, CFP®
Phone: 860-526-5000
Fax: 860-526-2454
E-mail: [email protected]
Website: www.canogawealth.com
Address:Â 9 North Main Street, Chester, CTÂ 06412
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. JDM Business Services, Private Advisor Group, and Canoga Wealth Management, LLC are separate entities from LPL Financial.
For a list of states in which the financial consultants affiliated with Canoga Wealth Management, LLC are registered to do business, please visit www.canogawealth.com.
