The Complete Retiree's Guide to Social Security: Powerful Strategies to Maximize Retirement Benefits and Get the Most From Your Money - Softcover

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Brian Vosberg CFP®, ChFC, CLU, EA Brian Vosberg is President of Vosberg & Associates, an independent financial planning and wealth management firm. He has committed himself to helping individuals and their families realize their investment, financial and retirement goals. Brian has built his firm by combing a sound asset class investment methodology with comprehensive financial planning. He listens to his clients to understand their needs and goals and creates financial strategies that are suited to their individual situations. As a trusted advisor Brian works with a diverse group of clients including retirees, business owners, real estate investors, teachers, professional athletes and many more. Brian is a graduate in both Finance and Real Estate from California Polytechnic University, Pomona. Throughout his career in the financial services industry he has earned the professional designations of CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant, and Charted Life Underwriter. Brian holds his California insurance license, Series 6, 7, 24, and 63 securities registrations, Enrolled Agent with the IRS, and is also a Real Estate Broker. Brian also enjoys volunteering in his local community. He serves on the Board of Directors for the Citrus College Foundation, Duarte Education Foundation, and the Foothill Unity Center. He is married and has to younger sons.