Address
27281 La Paz Road
Suite K
Laguna Niguel, CA 92677

Telephone
Local: (949) 916-0070
Fax: (949) 916-0071

Branch Hours
Mon - Fri: 9:00 a.m. - 6:00 p.m.
Sat: By appointment only
Sun: Closed

Managing Director
Rola Hajeb
Rola specializes in retirement distribution planning, Roth IRA conversions, rollovers for qualified plans, and the emerging arena of Multi- Generational IRAs. Rola can help you design a financial plan that helps you maximize your retirement nest egg. Ms. Hajeb is the preeminent provider of retirement distribution strategies in the Laguna Niguel area.