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Business Profile

Life Insurance

California Educators Financial & Insurance Services
BBB Accredited BusinessA+Rated by BBB
Visit Website(818) 206-1163Write a Review

About

Overview

California Educators Financial & Insurance Services

5743 Corsa Ave #109

Woodland Hills, CA 91364

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BBB Accreditation & Rating

California Educators Financial & Insurance Services is BBB Accredited.

This business has committed to upholding the BBB Standards for Trust.

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About This Business

California Educators provides financial planning and wealth management services, including retirement income planning, investment planning, tax planning, health care planning, and legacy planning. The company assists clients with analyzing income and expenses, maximizing Social Security benefits, managing IRA and 401K assets, and developing strategies for tax minimization and estate planning.

BBB Accredited Since: 2/28/2006

Years in Business: 27

Products and Services

401K Planning, Asset Protection, Charitable Giving Planning, Estate Planning, Financial Planning, Health Care Planning, Inflation Planning, Investment Advisory, IRA Planning, Life Insurance, Long Term Care Planning, Medicare Planning, Retirement Income Planning, Social Security Planning, Tax Planning, Wealth Management

Business Details

Local BBB:
BBB of Los Angeles & Silicon Valley
Business Started:
8/17/1999
Type of Entity:
Sole Proprietorship
Alternate Names:
Michael Snowhite
Business Management:
Mr. Michael Snowhite, Founder/CEO

Additional Contact Information

Principal Contacts
Mr. Michael Snowhite, Founder/CEO
Customer Contacts
Mr. Michael Snowhite, Founder/CEO
Social Media

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

BBB records show a license number of 0C70345 for this business, issued by 11-Department of Insurance. The expiration date of this license is 8/31/2027.

11-Department of Insurance

any street

Any City

Additional Information

Business Categories
Life Insurance, Financial Planning Consultants

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When considering complaint information, please consider the company's size and volume of transactions. Note that the nature of complaints and a company’s responses to them are often more important than the number of complaints. BBB Business Profiles generally cover a three-year reporting period.