Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Kameron Gatmaitan, Financial planner, 21800 Oxnard Street, .
12/03/2025
If you’re unsure whether you’ve done enough to prepare for retirement, let’s talk through your blind spots and opportunities together.
Women and Retirement: 6 Challenges Women Need to Plan for Financially Retirement planning looks different for women than it does for men because of specific risks. Here are 6 challenges specific to women and retirement.
11/03/2025
I’m ready to help you feel more comfortable about your financial situation. Reach out and let’s talk about it.
05/03/2025
I want you to rethink how you talk about money. Reach out to learn more.
05/03/2025
This checklist can help you get ready financially so you can focus on baby smiles.
How to Financially Prepare for a Baby in 9 Months You’ll need to get your finances in order by the time your little bundle of joy arrives. This checklist can help.
26/02/2025
Better conversations start with your goals and your blind spots. I want to help you get started on tomorrow’s better outcomes. Please reach out.
26/02/2025
If you’re not using multiple options for your retirement, you could be missing out. I can help you uncover opportunities for your retirement savings.
9 Types of Retirement Accounts You Should Know When it comes to saving for retirement, 401(k)s and IRAs are the best-known options—but there are many others that could make more sense for your situation.
The top financial deal breaker is not sticking to a budget, followed by not having savings or having debt. I’m here to listen and help your finances live happily ever after. Message me to get started.
19/02/2025
Tax code can seem complicated, and it constantly changes. Working with someone who’s up to speed can make a big difference when it comes time to file.
How to Get a Bigger Tax Refund These steps could help you earn a bigger refund on your taxes this year
12/02/2025
Taking the time to discuss what you both want can help ensure you’re on the same page.
The Conversations Couples Should Have Before Retirement You deserve to enjoy the retirement of your dreams with your significant other. Here are five discussions you should have to make sure you’re on the same page about how to make that happen.
09/02/2025
Happy national pizza day. Reach out and we can talk about all things dough related. Both pizza and money. Probably mostly money.
05/02/2025
If your love language is someone delicately pointing out your financial blind spots and how to overcome them, then we should talk.
05/02/2025
Whatever your financial goals are for the new year, I’ve got just the kickoff you need to get started. These small steps are designed to make your big goals more manageable. So, let’s do it.
Wondering how to save more money in 2025? Start small. Reach your big goals in the future by taking these small steps today.