Planned Asset Management

Planned Asset Management (PAM), a registered investment advisor with the Securities and Exchange Commission, is one of the largest full service independent financial planning firms located in Calabasas, California. Its team of professionals include a Certified Financial Planner and a Chartered Financial Analyst, with over 40 years of combined experience in accounting, estate planning, finance, insurance, and real estate.
The firm's team of specialists works with clients throughout the financial planning process, from data collection and goal setting, through implementation as well as asset management and strategic estate planning. Our clients include individuals, small businesses, corporations, and charitable trusts. In the area of estate planning, we use various techniques to reduce or eliminate the burden of high estate taxes. Planned Asset Management's strategic approach ensures lasting relationships that serves the best interest of our clients.
The company adheres to the philosophy that proper management is necessary for the preservation and continued growth of assets including those in pension plans or IRAs. Planned Asset Management recommends and directs the necessary selection, diversification, and monitoring of the various investments suitable for conservative or growth-oriented portfolios. These investments include: money market or CDs; stock or bond funds; various U.S. government obligations; energy; and conservative real estate investments.
We continuously review the changing economic environment, new and revised tax laws and new types of investments, while keeping in mind the changing needs of our clients. We provide our clients with well conceived and developed solutions to satisfy their various financial needs for the short and long term. Planned Asset Management's commitment to serve the clients' best interest has earned us their trust, confidence, and long lasting relationships, which we highly value.
Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don't have a product or service, we know a group that does.

*The information provided herein has been obtained from sources believed to be reliable however we cannot guarantee or represent that it is accurate, complete or current. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites. Advisory services offered through Planned Asset Management (PAM), an SEC registered investment advisor. Additional advisory services offered through Quantitative Strategies, Inc (QSI), a registered investment advisor. Securities and additional advisory services offered through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA/SIPC. PAM, QSI, and IFG are unaffiliated entities.
Licensed to sell securities in the following states: AZ, CA, CT, GA, IL, MD, MO, NV, NM, NY, TX.