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800-266-0859

Team

At Zahorik Financial & Insurance Services, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 
Tobin Wills

Tobin Wills CFP®

CEO

(800) 266-0859

(626) 304-2878

toby@zahorik.com

Arno Berry

Arno Berry

OSJ - Branch Manager

(800) 266-0859

(626) 304-2878

Arno@zahorik.com

Brad Cole

Brad Cole, CFP®

Registered Representative

Bradley Cole was born in 1959 in Torrance, CA. After high school, he received a Bachelor of Science degree in Business Administration at Pepperdine University in Malibu, California in 1981...

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Larry Lambert

Larry Lambert

Registered Representative

A seasoned Financial Professional with 29 Years of Investment Experience Served as a Mathematics Educator for 10+ years Repeatedly ranked as on of...
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Paul and Adam Richards

Paul and Adam Richards

Investment Advisor Representative

Financial Professional with over 20 years of Investment Experience Repeatedly ranked as on of the Top Financial Professionals of Zahorik Financial & Insurance Services, Inc. Insurance Licensed: Life, Accident & Health, Variable...

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Dianne Enciso

Dianne Enciso

Registered Representative

800-266-0859 x 143

626-304-2878

dianne@zahorik.com

Robert Larsen

Robert Larsen

Investment Advisor Representative

559-734-3409

rob@zahorik.com

Robert Larsen has more than 25 years of experience helping manage and grow wealth for clients across the Western United States. The president of Inheritance Management, Inc., Larsen is based in California’s Central Valley. He...

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