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Strategic Alliances

karlKarl D. Jensen, CFP®
Case Manager

Karl D. Jensen has spent the past 13 years working in the financial services industry in retirement services, developing financial plans for advisors, practice management and operations, and as an advisor working with clients directly. Having achieved his CFP® certification in the spring of 2010, he enjoys helping advisors take on a holistic approach when working with their clients and developing their business. He received his Bachelor of Science degree in business management from Crown College and holds his FINRA Series 7, 66 and 24 licenses as well as his life/health licenses in the state of MN. Karl enjoys watching and coaching hockey in the winter, playing golf in the summer, and spending time with his wife and two children.

 

David J. Johnson, CFP®
Case Manager

David J. Johnson has worked in the financial services industry since 2000.  David boasts extensive knowledge regarding investments, retirement income planning and legacy planning. David is investment licensed, insurance licensed and holds the Certified Financial Planner™ designation. He obtained his business degree from Bethel University in Arden Hills, MN. David and his wife, Gretchen, have four children: Brady, Seth, Hallie and Sawyer. As a family, they enjoy staying busy with school sports and events, church activities, spending time outdoors, and are big fans of Minnesota sports.

 

 

nick

Nick Stovall, CPA/PFS
Founder and President for Stovall & Associates, Ltd., Certified Public Accountants

Nick Stovall is at the forefront in accounting; strategic retirement planning; business, IRA and technical taxation; tax law and policy; and investing. With his extensive knowledge and background, Stovall also wrote “The Future of Taxation: And How to Prepare.” Stovall has been featured on national media outlets including The Wall Street Journal’s MarketWatch, Investment News, Financial Planning Magazine, Bloomberg and numerous radio broadcasts. In January 2010, after two decades of public accounting and C-level private industry experience, he founded what is now Stovall and Associates, Ltd., an independent certified public accounting firm located in Minnesota. As owner, president, and chief tax strategist for the company, Stovall provides an invaluable perspective on the intricate relationships between tax and business issues to clients across the United States and Europe.

 

robertaRoberta Roberts
Sr. Real Estate Specialist

If you are over the age of 50 and considering selling the family home, you need a REALTOR® with senior experience, knowledge and marketing savvy. Those qualities, along with a special knowledge of managing the sale of a home for those over the age of 50, are what SRES® designees can bring to your next real estate transaction.

SRES® designees, such as Real Estate Broker, Roberta are certified senior specialists and astute to the financial and emotional challenges senior clients face when they sell a long-held family home. She not only can create a customized approach to marketing and selling your property, but also can work with you to explore your housing options to ensure that your next home best serves your current and future needs.

As a certified specialists she has special knowledge about everything from reverse mortgages, the importance of universal design and aging in place issues, to the uses of pensions, 401k accounts, and IRAs in real estate transactions. She has helped many steer clear of loan schemes and scams that can victimize aged 50+ borrowers.

As a senior specialist she has partnered with a network of qualified home inspectors, movers, attorneys, CPAs, financial advisors and other experts. She has all the resources and knowledge to simplify the transaction and eliminate the anxiety of selling your home.

She is a native of Manhattan Beach, CA and currently resides on the Palos Verdes Peninsula.

 

 

nathanNathan Watanabe
Estate Planning Attorney

When you want to protect someone you love or when you have been made responsible for an estate, it can be difficult to know where to turn. You can benefit from the peace of mind that comes with relying on an experienced attorney; Nathan Watanabe is someone who can expertly guide you through the legal process.

His years of experience enable him to serve the legal needs of baby boomers in the Southbay. At Watanabe & Suemori, LLP the focus is on bringing clients peace of mind, and they work to achieve your goals efficiently, effectively and affordably. As a boutique law firm, they are highly regarded for producing quality work and, over the years, have developed a reputation for effective estate planning in both in complex, sophisticated matters as well as simple matters. They are located in Torrance and represent clients in Los Angeles, Orange County and the surrounding areas of Southern California.

They understand that everyone’s needs are unique. Recognizing that one size does not fit all, they tailor their advice to fit your special circumstances. Depending on your situation, you may need a Will, Trust, Power of Attorney, Advance Health Care Directive, Conservatorship, or Guardianship. Typically, their clients are heirs or beneficiaries in probate or trust estates, or a fiduciary such as an executor, administrator, personal representative, conservator, trustee or successor trustee, guardian or individual or couples seeking estate planning advice.

They can prepare legal documents that protect your family, your loved ones, your property and you.

The attorneys at Watanabe & Suemori, LLP have been practicing estate planning, post death administration, and business transactions for almost 40 years. Nathan Watanabe has been practicing in these fields for over 10 years. He graduated from Stanford University with honors and from USC Law School where he was a published author for the Southern California Interdisciplinary Law Journal.

 

karlKarl Kim
Medi-Cal Planner

Karl Kim works with Californians who are experiencing and those wanting to prevent a health care crisis.

As the author of the book Don’t Go Broke Paying The Nursing Home: How Californians Can Protect Their Homes, Cash, and Retirement Accounts, he has a unique and specialized knowledge of protecting your assets from the costs of a health care crisis in retirement. Having helped individuals to qualify for Medi-Cal to help pay for nursing home costs for over 20 years, he is unique among financial advisors.

Mr. Kim is a Certified Financial Planner (CFP). He is also Certified in Long-Term Care planning (CLT), a Medi-Cal Specialist, as well as a California Licensed Insurance Broker, Investment Advisor Representative, Registered Principal, and Registered Representative. He has written extensively about the importance of planning ahead for unforeseen heatlcare issues and costs. Over the years, he has submitted more than 1000 Medi-Cal applications, and countless re-determinations and recovery notices to the Medi-Cal Department – with outstanding results.

Active in the Japanese-American and Hawaiian communities in Los Angeles and Orange County, Mr. Kim has volunteered in various capacities for Keiro Senior HealthCare. He is a member of the Board of Directors for the Japanese Retirement Home, member of the Institute for Healthy Aging at Keiro Advisory Council and a member of the Friends of Keiro (fundraising committee).

Karl is married and the father of two. He and his wife reside in Orange County, CA. He is an avid golfer and weight lifter.

 

vinceVince Kelly
Medicare Advisor

I help individual Medicare recipients understand the complex options available to cover the costs beyond what is covered with just Traditional Medicare.

  • Over 25 Years of Experience with Medicare Insurance.
  • I have lived in Redondo Beach, CA  since 1980.
  • In-Home Appointments for people living in Los Angeles County
  • Enrollment by phone in all other parts of California.