FINANCIAL ADVISOR
CallSend Me a MessageRegina Korossy
CEPA®, AAMS™, CRPC™
2625 Townsgate Rd #110, Westlake Village, CA 91361opens in a new windowAccepting New Clients
Focus Areas
- Wealth Strategies
- Retirement Savings Strategies
- Business Retirement Plans
- Divorce Finances
- Portfolio Reviews
- Estate & Legacy Strategies
Certifications
CEPA®
Certified Exit Planning Advisor®AAMS™
Accredited Asset Management Specialist™CRPC™
Chartered Retirement Planning Counselor™
Personal Interests
- Spending Time with Family
- Fine Dining
- Community Outreach
- Traveling
- Movies & Entertainment
Team Members
- Anelize LarsenBranch Office Administrator
Send Me a Message
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Hours
Weekday | Availability |
---|---|
Mon | By Appointment Only |
Mon | By Appointment Only |
Tue | By Appointment Only |
Tue | By Appointment Only |
Wed | By Appointment Only |
Wed | By Appointment Only |
Thu | By Appointment Only |
Thu | By Appointment Only |
Fri | By Appointment Only |
Fri | By Appointment Only |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | By Appointment Only |
Mon | By Appointment Only |
Tue | By Appointment Only |
Tue | By Appointment Only |
Wed | By Appointment Only |
Wed | By Appointment Only |
Thu | By Appointment Only |
Thu | By Appointment Only |
Fri | By Appointment Only |
Fri | By Appointment Only |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Additional Hours
- Evenings
- Web Conferencing
Additional Hours
- Evenings
- Web Conferencing
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