FINANCIAL PLANNING

Connect with a growing network of Los Angeles insurance agents, and estate and financial planning experts who specialize in wealth management for parents of children and adults with special needs.

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San Diego's premier Special Needs Law Firm assists families, and caregivers with special needs trusts, care advocacy, Life Care Planning, limited conservatorships and eligibility for public benefits.

Elizabeth McCoy

Attorney Elizabeth McCoy has practiced law in California since 1997. She graduated from Washington University School of Law, currently ranked in the top fourteen percent of law schools in the nation.

Services in Your Area:

Mass Mutual Financial Planning & Insurance 

818-449-1684
financialguide.com

 

American Autism & Special Needs Advisors

San Fernando Valley,
CA 91403
800.210.1357 x.127

 

Douglas O. Baker

www.facebook.com/specialneedsadvisor

 

Eric J. Gold, Esq.

23901 Calabasas Road, Suite 1072
Calabasas, CA 
818-279-2737

 

B.L. Williams & Associates

5254 Veronica St
Los Angeles, CA 90008
323-296-6042

 

Belinda Williams

www.blwilliamsinsurance.com

 

Helen Kim Bass, MetDESK Specialist

19935 Ventura Blvd. 1st Floor
Woodland Hills, CA 91364

818 999 2800

 

JFLA

323-761-8830

 

Jewish Free Loan Association

6505 Wilshire Blvd. Suite 715
Los Angeles, CA 90048
323 761 8830 ext.107

 

Shelly Meyers

www.jfla.org

 

Diedre Dennis Wachbrit, Esq.

Attorney at Law
5316 Via Capote
Thousand Oaks, CA 91320
(866) WACHBRIT
www.wachbrit.com

 

Law Office of Christopher A. Poulos

101 N. Orange Ave Suite C
West Covina, CA 91790
626 960 9373
www.specialneedslawfirm.com

 

Mina N. Sirkin, Esq.

Attorney at Law
20750 Ventura Blvd. Suite 201
Woodland Hills, CA 91364
(818) 340-4479
Sirkinlaw.com

 

Law Offices of Alice A. Salvo

20350 Ventura Blvd., Suite 110
Woodland Hills, CA 91364
818 887 3333
salvolaw.com

 

Christopher A. Poulos, Esq.

Attorney at Law
101 N. Orange Ave., Suite C
West Covina, CA 91790
(626) 960-9373
www.specialneedslawfirm.com

 

Law Offices of Joel Loquvam

9000 Sunset Blvd. #800
Los Angeles, CA 90069
310 724 7377
www.laestateplan.com

 

Law Offices of Lisa Golshani

27240 Turnberry Lane Suite 200
Valencia, CA 91355
661 362 0770
golshanilaw.com

 

MassMutual Special Care

1875 Century Park East Suite 1950
Los Angeles, CA 90067
310 407 2836

 

New York Life Insurance Company

801 N. Brand Blvd. 14th Floor
Glendale, CA 91203
818 622 7583
www.newyorklife.com

 

Mass Mutual

Fraser Financial Group
8383 Wilshire Blvd., Ste. 600
Beverly Hills, CA 90211
(323) 965-6366
www.fraserfinancialgroup.com

 

Prudential Financial

3281 Guasti Rd. Suite 250
Ontario, CA 91761
909 390 8787 X7286

 

Merrill Lynch 16830 Ventura Blvd., Ste 601

Encino, CA 91436
818-528-7804
fa.ml.com/ron.hertzberg

 

Legal Alliance Group, Inc.

650 S. Webster Avenue, Suite 107
Anaheim, CA 92804
(714) 527-9614
www.legalalliancegroup.com

 

Special Care Planner

8383 Wilshire Blvd Ste 600
Beverly Hills, CA 90211
818-620-7198

 

Marsha K. Chandler, Esq.

Attorney at Law P.O. Box 1167
Oak View, CA 93022
(805) 646-7153

 

Special Needs Trusts

225 S. Lake Ave #300
Pasadena, CA 91101
626 440 8388

 

Douglas O. Baker, Special Needs Advisor

3625 Del Amo Blvd., Suite 360
Torrance, CA 90503
(800) 210-1357 Ext. 12
www.facebook.com/specialneedsadvisor

 

The South Bay Group at Morgan Stanley

21250 Hawthorne Blvd. #650
Torrance, CA 90503
310 543 0287
www.morganstanleyfa.com/southbaygroup

 

MassMutual Financial Services

21600 Oxnard Street, Suite 1750
Woodland Hills, CA 91367
818 449 1684
www.financialguide.com/todd-daniel

 

Waterson & Huth LLP

17731 Irvine Blvd., Suite 111
Tustin, CA 92780
714-731-0041
www.watersonhuth.com

 

The Law Offices of Eric J. Gold, A Professional Corporation

23901 Calabasas Road, Suite 1072
Calabasas, CA
818-279-2737
www.EGoldLaw.com

We do not independently review the Third-Party providers or services. Therefore, it is essential that you thoroughly investigate any service that will be used by, or will be caring for, your child/adult.

"It is a blessing to see my son come to workout at Addie's AutismFITT Club. He is motivated to come each time because he knows he can count on Addie's team help him reach his everyday and long term goals"

-Noemi, mother of son on the spectrum

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