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 roll over some of your assets while you’re still working and contributing to a plan. We help our clients determine if they should roll over some of the assets in their 401(k) plan to an IRA. Rollovers are just one thing we help clients consider as we use our exclusive Confident Retirement® approach to create comprehensive financial strategies that 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

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Our Staff

Alyssa Lopez

Alyssa Lopez

Paraplanner
Katrina Corona

Katrina Corona

Administrative Assistant