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What We Do

Financial Planning

Live too long, die too soon.

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Corporate Planning

Establishing & Improving 401k, 403b, & SEP IRA.

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Investment Management

Customized investment solutions.

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Educational Workshops

Coaching you for financial success.

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Insurance Services

Right coverage for the lowest cost.

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Professional Collaboration

Put your team behind you.

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About Us

Since 1979, Investor’s Advantage Corporation has been passionate about working with individuals who are looking to achieve financial independence. By proactively planning our clients’ futures, we develop attainable goals and achievable personal benchmarks. At Investor’s Advantage Corporation we pride ourselves on our ability to build financial independence and confidence, we do this by creating transparent and efficient portfolios that strive to exceed client objectives.


The Not-So Golden Retirement Years

With the economy hitting on all cylinders, many observers would agree that the rising sea has lifted all boats. As Gomer Pyle used to say, “Surprise, surprise, surprise” according to new research more aging Americans are filing for bankruptcy than ever before. The...

It’s Easier to Lose Money Than to Make Money

The stock market has been responding positively to better than expected earnings, “The Melt Up is officially here. This is the boom we’ve been waiting for.  And this phase should last 12 to 18 months”,  said Steve Sjuggerud, Stansberry Research. He went on to say,...

3 Ways You Have More in Common Than You Thought with the Supreme Court Nominee

You may have more in common with Brett Kavanaugh than you think. First, other than a nice house, he like so many Americans doesn’t have much in the way of assets. Brett lives with his wife Ashley Kavanaugh and two daughters, Margaret and Lisa.1  Property records show...

Our ‘Economic Ponzi Scheme’ May Cause the Next Crash

Despite 39 years in the securities business it always catches me by surprise when investors proclaim they do not have the stomach to even use the words ‘market loss.’   Now I come from a fine family of Polly Anna’s but I have learned to look both ways more than once...
Westlake Financial Advisors

A Tariffically Bad Idea

Let me address the elephant in the room. As I wrote back in April 2018, the market volatility is due in large part to burgeoning signs of an all-out trade war. On March 9, 2018, in an effort to restore an American industry to its previous luster, President Trump...

Community Service

We are enthusiastic about giving back to our community.

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Contact Info

200 N Westlake Blvd., Ste 109
Westlake Village, CA 91362

(805) 495-2077


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Investor's Advantage Corporation

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