Founder and CEO of Arbor Financial Services

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Founder and CEO of Arbor Financial Services We are an independent, socially conscious , investment management and financial consulting firm, and have been helping our clients since 1996.

A few strategies that may help you maximize your Social Security income.
11/04/2026

A few strategies that may help you maximize your Social Security income.

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

This piece presents an overview of fundamental steps to consider when a loved one passes.
11/02/2026

This piece presents an overview of fundamental steps to consider when a loved one passes.

An overview of some fundamental steps when a loved one passes.

Congress passed SECURE 2.0, a new set of retirement rules to make saving and accessing funds for retirement easier. Chec...
10/30/2026

Congress passed SECURE 2.0, a new set of retirement rules to make saving and accessing funds for retirement easier. Check out the major provisions of the law.

A timeline covering a few of the major provisions of the SECURE Act 2.0.

There are billions in unclaimed dollars in the US. Is some of that yours?
10/28/2026

There are billions in unclaimed dollars in the US. Is some of that yours?

Here’s a quick guide to checking to see if you have unclaimed money.

Before retiring early, take a look at the cold, hard facts.
10/26/2026

Before retiring early, take a look at the cold, hard facts.

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Social Security: Retirement's main source of income or monthly bonus? You decide.
10/23/2026

Social Security: Retirement's main source of income or monthly bonus? You decide.

There’s an alarming difference between perception and reality for current and future retirees.

Turning to coaches for advice is a smart thing to do. We'd like to be one of those coaches.
10/21/2026

Turning to coaches for advice is a smart thing to do. We'd like to be one of those coaches.

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

Your insurance needs don’t stay the same when the nest empties, but what changes?
10/19/2026

Your insurance needs don’t stay the same when the nest empties, but what changes?

Do your insurance needs stay the same when the nest empties?

10/16/2026

Building wealth isn’t something you have to tackle alone. The right professionals can help you make smarter, more confident decisions. Discover the key components of a financial dream team and which ones may be right for you:

In the world of finance, the effects of the "confidence gap" can be especially apparent.
10/14/2026

In the world of finance, the effects of the "confidence gap" can be especially apparent.

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600 Hampshire Road Suite 211
Westlake Village, CA
91361

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 5:30pm

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