Financial Freedom Through Smart Investments: Early Retirement Plan
Imagine retiring early and enjoying the freedom to pursue your passions…
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People may need more than just a conventional financial or retirement plan. You might want help planning for, and prudently addressing all life events. Our comprehensive financial plans cover everything from running a business, planning for a child’s education, preparing for retirement, or creating a plan for your estate. We also address potential events that can drastically alter your long-term financial security. During the process, we provide in-depth analysis of your financial life so we can meet all of your financial goals.
Whether your focus is preserving principal, maximizing income or wealth accumulation, we carefully design a strategy to help you achieve your long-term financial goals.
Our firm takes pride in building comprehensive insurance plans that integrate all aspects of our clients’ financial picture, providing the protection you, your business, and your family needs.
When building a balanced investment portfolio, there are many key factors to consider. We take the guess work out of the equation and focus on the right amount of diversification and exposure.
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Classic Financial provides investors custom-tailored investment strategies to meet short and long term needs. We provide full transparency in the form of separately managed accounts. Our goal is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing both financial and insurance solutions to achieve financial independence.
CEO
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Building Relationships Through Honesty, Integrity and Service
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Imagine retiring early and enjoying the freedom to pursue your passions…
Estate planning is a crucial aspect of protecting your legacy, regardless…
Market volatility can be a daunting prospect for those nearing or…
Vice President
Ellen is a native Californian and comes from a family of educators. She graduated from California State University, Northridge with a BA in Liberal Studies and an additional 30 postgraduate units in special education. Always interested in the business world, she incorporated her knowledge and background with children and was the Primary Director of a Resident and Day Camp in Malibu. Her leadership skills helped grow and organize the business to make it one of the most successful Children’s Camps in Southern California.
After a decade long career as an educator, her teaching credentials enabled her to help clients understand how to reach their financial goals. Ellen has been in the financial business since 1992 and has been working with Charlie for over 25 years. One of her priority roles with Classic Financial is to help clients better understand the programs and tools they implement to reach their financial goals. She has direct contact with every client and coordinates all quarterly, semiannual and annual reviews. Ellen is a member of the MDRT’s Quarter of the Table and has received numerous acknowledgments for her financial success and professionalism.
Charlie moved from New York to California in 1982 and began his career in the Financial Planning industry with Mutual of New York in Beverly Hills. In 1994, Charlie decided to extend his education and obtain his Certified Financial Planning designation. In addition to completing a comprehensive financial planning curriculum approved by the CFP Board, CFP® professionals are required to complete continuing education coursework. This includes a CFP Board-approved code of ethics course that sets forth their ethical responsibilities to the public, clients and employers. CFP® professionals must have a minimum of three years’ experience in the personal financial planning process prior to earning the right to use the CFP® certification marks.
Charlie has been helping individuals, business owners and health professionals reach their financial goals for over 30 years. In effort to provide clients with a more personalized and comprehensive approach, he began Classic Financial in 2000. Charlie is also an Investment Advisor Representative and Insurance Agent. He is a member of the MDRT’s Top of the Table and has been recognized several times for his financial aptitude.