The Team
If you want to be able to count on your assets — today and tomorrow, it’s important to prepare for the unexpected. In our practice, we use our exclusive Confident Retirement® approach to recommend balanced and customized asset and risk management strategies. Whether health, life, disability or long-term care insurance, we suggest solutions and coverage levels to best suit each client. Whatever life sends your way, you’ll feel better knowing you are protecting yourself and your loved ones.

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