Meagan Phelps
Owner, Financial Advisor, CFP® at EMPRESS INVESTMENT GROUP- Claim this Profile
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Bio
Experience
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EMPRESS INVESTMENT GROUP
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United States
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Financial Services
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1 - 100 Employee
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Owner, Financial Advisor, CFP®
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Jan 2003 - Present
Santa Monica, CA Empress Investment Group offers the following services for individuals and businesses: - Financial Planning/Asset Protection Planning - Retirement Planning (401k, TSA/403b, 457, 401a, IRAs, Defined Benefit Plans, Deferred Compensation, Solo K, Roth, SEP and Simple IRAs, etc.) - 401k Rollovers and IRA Transfers/Conversions - Investment Strategies/Wealth Management - Tax Reduction Strategies - Estate Planning/Wealth Transfer - Tuition Planning - Non-traded… Show more Empress Investment Group offers the following services for individuals and businesses: - Financial Planning/Asset Protection Planning - Retirement Planning (401k, TSA/403b, 457, 401a, IRAs, Defined Benefit Plans, Deferred Compensation, Solo K, Roth, SEP and Simple IRAs, etc.) - 401k Rollovers and IRA Transfers/Conversions - Investment Strategies/Wealth Management - Tax Reduction Strategies - Estate Planning/Wealth Transfer - Tuition Planning - Non-traded REITs - Long Term Care and Life Insurance - Annuities - Retirement Income Planning Meagan Phelps is a registered representative of and offering securities and advisory services through Madison Avenue Securities, LLC., a Registered Investment Advisor, member FINRA & SIPC. Madison Avenue Securities, LLC is not affiliated with Empress Investment Group. Show less
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Education
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1995 - 1999
University of California, Davis
BA, Women's Studies, Political Science
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