Tasia Sevilla

Tasia Sevilla As a Financial Planner, I specialize in financial planning services for a fee. I work with clients to formulate a financial plan tailored to their needs.

Hi, my name is Tasia Sevilla. I am a CERTIFIED FINANCIAL PLANNER™ (CFP®) in the Greater Los Angeles area. I'm sure you would agree that planning for your future financially is important. But, it can be tough to find the time to plan and search for the right answers with life happening. As a married woman and someone who is active in my community, I understand. The reason why I chose to enter the f

inancial planning industry over ten years ago was to help people who realize that their financial goals are worth achieving. If you want to take control of your financial future and are willing to carve out the time, I can help. Call today so we can set a time to go over a plan, one on one, that's right for you. Your future is worth it. Licensed to sell Life insurance in the following state(s): CA
Licensed to sell Health insurance in the following state(s): CA
Licensed to sell Variable Life insurance in the following state(s): CA
Licensed to sell Mutual Funds in the following state(s): CA
Licensed to sell Fixed Annuities in the following state(s): CA
Licensed to sell Variable Annuities in the following state(s): CA

Bitcoin: it’s the wild west out there, and there's no sheriff.
09/04/2017

Bitcoin: it’s the wild west out there, and there's no sheriff.

Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

Nobel-prize-winning investment research.
09/01/2017

Nobel-prize-winning investment research.

Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.

The S&P 500 is ubiquitous. Ever wonder how it works? &P500
08/30/2017

The S&P 500 is ubiquitous. Ever wonder how it works? &P500

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

These 6 things might make your next return a prime target for an IRS audit.
08/28/2017

These 6 things might make your next return a prime target for an IRS audit.

Here are six flags that may make your tax return prime for an IRS audit.

The IRS can tax up to 85% of Social Security benefits. It may be possible to manage the tax bill.
08/25/2017

The IRS can tax up to 85% of Social Security benefits. It may be possible to manage the tax bill.

Estimate how much of your Social Security benefit may be considered taxable.

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1.
08/23/2017

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1.

Here's a breakdown of how the federal government spends your tax money.

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
08/21/2017

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Address

100 N. Barranca Street Ste. 900D
West Covina, CA
91791

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