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111 N. Sepulveda Blvd. Suite 300, Manhattan Beach, CA 90266

310-504-1276

Book a Meeting with a Financial Advisor Understanding Your Goals and Expectations Our Advisors' Process Understanding Risk vs. Returns Understanding Investment Fees

Randy Madrid

Certified Financial Planner™

Office: 310-683-2191

Mobile: 949-394-7272

Randy.Madrid@lpl.com

Diego Cortez

Financial Advisor

Office: 310-504-1275

Mobile: 562-507-7830

Diego.Cortez@lpl.com

Tammy Do

Branch Operations Manager

Office: 310-504-1276

Tammy.Do@lpl.com

Retirement Planning

A detailed retirement plan can insure that your family can retire when they want with the lifestyle they expect.

Investments

An asset allocated investment plan focused toward your risk profile can help maximize your gains and limit your downside risk.

Insurance

A sound insurance program can help protect your family from the financial consequences of unexpected events.

Helpful Content

What Our Kids Can Teach us About Saving Money

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Events on Wall Street

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Password Protection Strategies

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

 

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

How to Invest in LGBTQ+ Friendly Companies

This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.

Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime

Four vacation destinations you might never have thought of.

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

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Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Rightsizing for Retirement

What does your home really cost?

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

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