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Featured Listings
Michel Financial Group

Welcome to Michel Financial Group!

Taking time to plan for a secure financial future is important. We’re here to help individuals, families and businesses set financial goals and put plans into place to help achieve them. Led by our guiding principles of teamwork, integrity, trust and professionalism, we strive to be recognized as the most trusted insurance and investment advisory firm in Southern California. Here, successful people can find solutions from dedicated professionals.

MassMutual Customer VoicesSM Real People, Real Solutions MassMutual customers share their memorable stories about how they are prepared for the unexpected. Let their stories inspire you to make good decisions about your financial needs.

Contact us for additional information and to prepare your financial future with any of our associates.

Sempra Energy

Westmount Asset Management
Westmount Asset Management, Inc. is an investment advisory firm that blends sophisticated institutional money management strategies with a wide range of consulting and planning services.  Since 1990, Westmount has created investment plans tailored to meet the unique objectives of our clients--high net-worth individuals, pension plans, foundations, and endowments.
 
Highly experienced and completely independent, Westmount's investment team actively manages risk as it seeks attractive returns in the world's financial markets.  Westmount's prudent approach, using a powerful combination of traditional and alternative investments, offers its clients exceptional opportunities for growth and capital preservation.
 
Westmount has repeatedly been recognized as one of the 100 leading wealth advisory firms in the United States.