 | About Waddell & Reed: Stephen Rischall is a Chartered Retirement Planning Counselor and licensed Financial Advisor. He specializes in long term investment management for individuals, businesses and estates.
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Services:Investment Management:
Managed Allocation Portfolios, Fee based investment accounts, mutual funds, brokerage, Roth IRA, IRA, Trusts, TOD.
Retirement Plans & Executive Benefits:
401(k), 403(b), Cash Balance, Pensions, SEP IRA, SIMPLE IRA, Non Qualified Deferred Compensation, Buy/Sell agreements.
Financial Planning:
Comprehensive financial planning for individuals and businesses. We work in a collaborative manner with your other trusted advisors.
Insurance Services:
Life insurance, Long term care insurance, Disability insurance. Accomplishments: San Fernando Valley Business Journal "20 in their Twenties"
Chartered Retirement Planning Counselor, College for Financial Planning
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