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Santa Monica
Certified Financial Planner

Feel clear & confident about your financial future
Using our 4-Step Prosperity Planning Process, we help women plan for their future, preserve wealth, and protect their legacy.   

PLAN YOUR FINANCES WITH SANTA MONICA'S CFP

CFP(r) professionals provide a wide range of services, including financial planning, investment management, estate planning, and tax planning. At Empress Investment Group, we believe that each of our clients deserves a customized approach in order to achieve and reach their financial goals. We are dedicated to building a strong relationship with you so you know everything that’s going on with your financial portfolio.

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When it comes to your money, you want to make sure that your financial advisor is a true fiduciary. Financial advisors, both registered investment advisors and certified financial planners, are required by law to act in your best interests. As a result, they must abide by two standards of care to protect your money. As a fiduciary, a financial planner is legally bound to act in your best interest, while still making the best investment decision possible for their clients.

CONSULT SANTA MONICA'S CERTIFIED FINANCIAL PLANNER

You're not hiring a financial advisor to make you a monk, but you're looking for a guide to retirement planning. After all, a CFP is not a judge, but rather a teammate. A good one will help you plan for the future while avoiding pitfalls, and they will never push you to do things that won't work or demand radical lifestyle changes.

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A financial advisor helps clients develop habits and reach their goals. They often work with clients who are unsatisfied with their financial status or lack the confidence to handle their finances. Financial advisors help clients create personal finance plans and empower them with information to make the right decisions. They act as a resource and provide accountability as clients implement their lessons. In the end, your money is your most important asset and they will work on your behalf to protect it. Book your free consultation with our certified financial planner to see if we're the right fit for you.

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EMPRESS INVESTMENT GROUP

Phone: 310-450-2904  |  Fax: 310-450-2905  |  Email: info@empressig.com

321 N. Larchmont Blvd. Suite 800, Los Angeles CA 90004

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. Meagan is licensed to solicit and sell securities in Arizona, California, Florida, Idaho, Indiana, Kansas, Maine, Missouri, Nevada, New York, Oklahoma, and Washington. Meagan is also licensed to solicit and sell advisory services in Arizona, California, Florida, Indiana, Kansas, Missouri, New York, and Washington. Madison Avenue Securities, LLC and Empress Investment Group do not offer tax, legal, or accounting advice. Please seek the counsel of a tax, legal, or accounting professional for your specific needs. 

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Empress Investment Group is not affiliated with Meta/Facebook.

The Forbes rankings of America’s Top Financial Security Professionals, developed by SHOOK Research, is based on an algorithm of qualitative criterion. This is an unpaid acknowledgment. Forbes, SHOOK Research, and MAS are unaffiliated entities. Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of our firm is stated or implied. Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Meagan Phelps is stated or implied.

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