BEST Financial Planning
Vosberg & Associates
715 W. Foothill Blvd.,
ph: (626) 358-5458
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Years Won: 2018 & 2020 (Best)
On behalf of our team here at Vosberg & Associates, we’d like to THANK YOU for voting us #1! We are honored to be recognized for both categories, BEST Wealth Management Company and BEST Financial Advisor, Brian Vosberg. It is our mission to educate, empower, and guide individuals through their retirement journey. There are many strategies that can make a HUGE impact on your retirement and it’s key to fully understand them to MAXIMIZE retirement.
Brian Vosberg is President of Vosberg & Associates, an independent retirement planning and wealth management firm. He is also a best- selling author and radio host of, Your Total Retirement Radio Show. Brian is extremely experienced and credentialed. He earned his degree in both Finance and Real Estate. Brian consistently continues his own education, by also earning the professional designations of CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant, Chartered Life Underwriter, and Retirement Income Certified Professional. He holds his California insurance license, Series 6,7,24, and 63 securities registrations, Enrolled Agent with the IRS, and is also a Real Estate Broker.
We understand the NEED and IMPORTANCE for individuals to maximize their income for retirement to last a lifetime. Most importantly we focus on educating individuals to help them make the best decision to improve their personal retirement journey.