Broker Check


Do you have a lot of questions when it comes investing or financial planning? You can read about all of these topics on our blog. Whether it’s ideas from the industry or emerging trends or important news, you can read about it here. So keep checking in. We’re glad to have you reading along. 


Tuesday, September 15, 2020

Dear valued client, Although filled to the rim with disruptions and challenges, this year has created an opportunity for some, and we are always on the lookout to turn lemons into lemonade. Some of you may have increased your savings...


Thursday, September 10, 2020


Tuesday, September 8, 2020

In the past, retirement has been portrayed as an ending, a grand exit from your years in the workplace. But the rules are shifting. Labor force participation among those aged 65-74 is predicted to reach 32 percent by 2022, up from...


Friday, September 4, 2020

September/October 2020 Newsletter


Thursday, July 9, 2020

July/August 2020 Newsletter


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Wednesday, April 8, 2020

At CFS Burbank, we are committed to providing you the financial access, guidance and support you need so you can focus on your well-being and your loved ones. Our nation's small businesses are facing an unprecedented economic...


Wednesday, April 1, 2020

Legislation to be Introduced to Suspend RMDs for 2020, Exempt Social Security Income from Taxation By ERISA NEWS Sen. Ed Markey (D-MA) has proposed legislation (S. 3527) to suspend for 2020 the obligation to withdraw required minimum...


Monday, March 23, 2020

As you may have heard, California Governor Gavin Newsom has issued a “stay at home” order amid the coronavirus pandemic. A similar order has been issued by Los Angeles County. Under these stay-at-home orders, CFS is...


Thursday, March 19, 2020

We know many of you are facing uncertainty about what health risks you face when leaving home. We want to assure you that we welcome any request to change an in-person review into a telephonic review. Moreover, for those of you who...


Wednesday, February 26, 2020

March/April 2020 Newsletter


Tuesday, February 18, 2020

January/February 2020 Newsletter


Wednesday, November 13, 2019

November/December 2019 Newsletter


Tuesday, October 8, 2019

We can help with a “backdoor Roth” strategy that is definitely legal and probably advantageous to you, especially if you already have reached or plan to reach your annual contribution limits on your 401k and traditional IRA...


Wednesday, September 4, 2019

September/October 2019 Newsletter


Monday, June 17, 2019

July/August 2019 Newsletter


Tuesday, April 16, 2019

Anna Luke has been recognized in Financial Advisor Magazine, a national trade publication for financial advisers, by Independent Financial Group in a full page spread celebrating her and a handful of colleagues as Top-Ranked Elite...


Tuesday, April 16, 2019

March/April 2019 Newsletter


Wednesday, January 23, 2019

January/February 2019 Newsletter


Saturday, December 1, 2018

November/December 2018 Newsletter


Saturday, September 1, 2018

September/October 2018 Newsletter


Tuesday, June 26, 2018

July/August 2018 Newsletter


Monday, May 14, 2018

May/June 2018 Newsletter