Welcome, I’m Rene S. Licon, Jr., a Certified Financial Planner™ Professional in Whittier, California. I understand that employees and business owners face unique challenges as they prepare for retirement. I can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or estate planning, our personalized service focuses on your needs, wants, financial goals and objectives.
Whether you are a foundation, endowment, trustee or retiree, proper portfolio construction demands prudent due diligence and strict oversight. Let's work together to create sound strategies that reflect your goals.
Everyone needs to have a financial roadmap to navigate throughout life's journey. Together we can create well-defined comprehensive financial plans that provide clarity, inspiration and peace of mind.
If you are a self-employed professional, corporation or non-profit entity, we can design tax-efficient retirement plans that help recruit, retain and reward employees and executives.
In coordination with your human resources team, we are able to develop a suite of worksite benefits designed exclusively for your valued employees and their families.
Over twenty five years in the financial services profession. I can help you address your needs of today and for many years to come. I look forward to working with you through all stages of your life, please call (562) 505-9494.
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