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Firm Profile

The founders of PFP Financial & Insurance Services Corporation came together in 1977 and formulated the fundamental core values and principles for my firm. Our governing philosophy centered around the notion that we wanted to be in business to truly represent and advance the interests of my clients, and do so at the highest levels of competence and professionalism.

Since that time, PFP Financial & Insurance Services Corporation has become an industry leader and pioneer in delivering true and comprehensive financial services to organizations, business owners, affluent individuals and their families. We attribute our success by strict adherence to our founding core values.

PFP Financial & Insurance Services Corporation is proud of what we have accomplished in our business on behalf of our individual and corporate clients, but we believe that the best is yet to come. We believe a company which defines itself by what it achieved in the past is a company unable to capitalize on opportunities which lie ahead. This is why we are focused not on what we have done, but who we are and where we are going.

As we partner with our clients to understand their specific needs and goals, we leverage our business model to offer our clients truly holistic planning and broad access to a universe of quality products and services available anywhere in the financial services industry.  In that same spirit, we aim to help our clients protect what is important, assist individuals to help them create, grow and preserve their assets, manage risk and to help companies manage their human and financial capital. We strive to bring our individual and corporate clients balanced strategies working toward helping them grow and prosper over the long term. Our specialized advisory services and deliverables are the precise strategoes in demand today.

 

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6345 Balboa Boulevard Building 4 Suite 292, Encino, California 91316 United States

6345 Balboa Boulevard Building 4 Suite 292
Encino, California
91316 United States

  •  Tel: 818.609.7576
  •  Fax: 818.650.9345

Registered representatives with, and securities and advisory services offered through LPL Financial, a registered investment advisor,  Member FINRA/SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, FL, HI, IN, NV, OR, PA, TX

This site is published for residents of the United States only.  Registered Representatives of PFP Financial & Insurance Services Corporation and Investment Advisor Representatives of PFP Financial & Insurance Services Corporation may only conduct business with residents of the states and jurisdictions in which they are properly registered.  Therefore, a response to a request for information may be delayed.  Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed.  

PFP Financial & Insurance Services Corporation does not offer tax or legal advice

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