About My Practice
• Are you planning for your second fifty years of life?
• Experiencing an impending life transition?
• Ready to relax and enjoy your retirement while someone you trust watches over your assets?
• In need of Divorce Planning or Property Settlement Analysis?
• Concerned with providing a lasting financial legacy for your loved ones while minimizing estate taxes?
• Have questions on financial matters and seek a professional opinion?
As a Certified Financial Planner® professional Vickie has provided comprehensive wealth management with a focus on life fulfillment issues since 1988. The highest level of personal service combined with tax and financial savvy is what makes her practice unique. People in transition, mature individuals, retirees and empty-nesters are her core clients.
Her firm follows a disciplined approach to Wealth Management that outlines 9 critical issues that clients are likely to face at some point in their lives. Her strong commitment to individualized service and frequent on-going client communication allows her to anticipate which of those key issues will be in the fore-front.
The financial planning process is about more than money. Financial planning is about people and the unique goals that they wish to pursue with that money. Vickie will help you identify those goals and develop options to pursue them.
Divorcing couples often face a major financial transformation. Trained as a Certified Divorce Financial Analyst, Vickie provides an informed, objective viewpoint at an emotional time filled with many financial and long lasting lifestyle consequences. You can negotiate more effectively thereby reducing the stress associated with making those decisions as well as minimizing legal fees and tax ramifications.
Client Focus Financial Focus Life Focus.
We offer a 30 minute complimentary consultation.
Serving San Pedro, Rancho Palos Verdes and Palos Verdes Penin
CERTIFIED FINANCIAL PLANNER professional since 1992
CDFA Certified Divorce Financial Analyst
CA Insurance License # 0835045 since 1989
Practicing Tax professional since 1987
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 6, 62, 63
Life insurance: CA, IN, WA, TX, Health/disability insurance: CA,IN, Fixed annuities: CA, IN, WA, TX, Variable annuities: CA, IN, WA, TX
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - CDFA
H.D. Vest Financial Services
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.