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Kevin P. Farrell, MBA, CFP®

Farrell Financial Inc.

86 Long Ct
Ste C
Thousand Oaks, CA 91360
Phone: (818) 874-4005
Fax: (818) 874-4006

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Household Income Minimum: $200,000
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Investment Management
  • Employee Benefits
  • Mutual Funds
  • Getting Married
  • Insurance
  • Retirement
  • Life Planning
  • Startup
  • Succession Planning
  • Starting a Family
  • Long-term Care
  • Sudden Wealth

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.