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The Consulting Team

Disability Insurance | Long-Term Care Insurance | Retirement Plans | Tax-Exempt / Philanthropic Planning


Disability Insurance


Justin Gordon
Pacific Advisors
1550 W. Colorado Blvd.
Pasadena, CA 91105
Phone: 325.255.8800
Mobile: 516.659.6333
Justin_Gordon@PacificAdvisors.com

 

Lawrence R. Villarreal
Pacific Advisors
1550 W. Colorado Blvd.
Pasadena, CA 91105
Phone: 323.316.9116
Mobile: 626.786.3764
Lawrence_Villarreal@PacificAdvisors.com
CA License #0E72140


Long-Term Care Insurance


Berkowitz Long Term Care Insurance Services
Bruce Berkowitz
24009 Ingomar Street
West Hills, CA 91304
(818) 883-8893
BB4LTC@aol.com
CA License #0C67105

 

Ray Oden
50-855 Washington, #168
La Quinta, CA 92253
760-771-2979
RaymondOden1@AOL.com
CA License #0339367

 

Janie DeCelles
1631 Glasgow Avenue
Cardiff by the Sea, CA 92007
760-436-0361
JDecelles@RetirementStrategiesGroup.com
CA Licence 0E48182

 

Jerry Ness
3400 Watt Avenue #203
Sacramento, CA 95821
916-300-8141
Jerry_Ness@Excite.com
CA Licence 0782155


Retirement Plans


Dan Dubois
4225 Executive Square
Suite 1060
La Jolla, CA 92037
760-747-7430
DDubois@RSGFIS.com
CA License #0797517

 

Richard Tassiello
4225 Executive Square
Suite 1060
La Jolla, CA 92037
858-642-0170
RTass@RSGFIS.com
CA License #0D45542

 

Tax-Exempt / Philanthropic Planning


Kelly Kidwell
Pacific Advisors
333 N. Indian Hill Blvd.
Claremont, CA 91711
909-399-1100
KellyKid@PacAdvisors.net
CA License #0A3892

   
 
   

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Financial Advisors and Registered Representatives associated with Retirement Strategies Group offer securities through Securities America, Inc.,
member FINRA/SIPC. Retirement Strategies Group is not an affiliated entity of the Securities America companies.
Insurance offered through RSG Partners Financial and Insurance Services, Inc. CA Insurance License 0E48182
Copyright 2008 Retirement Strategies Group, Inc.