The Team

Many people think about rolling over their 401(k) funds when they change jobs or retire. Depending on your age and plan, it may make financial sense to rollover some of your assets while you’re still working and contributing to a plan.We can help you determine if a rollover fits with your overall retirement savings plan. Using our exclusive Confident Retirement® approach, we’ll work together to identify customized financial strategies that can evolve over time. Our goal is to help our clients feel more in charge of their financial lives so that they can pursue their passions — for today and tomorrow— with confidence.

Our Advisors

Jean Koehler

Jean Koehler

Financial Advisor

More about me...

Contact

jean.d.koehler@ampf.com

626.254.0455

Designations

CLTC®, CRPC®, RICP®

Top Areas of Focus

  • Wealth Preservation Strategies
  • Social Security Retirement Benefits
  • Saving for Education
CA Insurance #0C96997

VISIT MY WEBSITE

Our Staff

Alyssa Lopez

Alyssa Lopez

Paraplanner

Katrina Corona

Katrina Corona

Administrative Assistant