Our Financial Planning Team
Melvyn H. Nachman | CA Ins. Lic. #0408751
805-446-1199
melnachman@professionalplanning.com
Mel joined a physicians service organization in 1970 as a Financial Planner. In 1973 he formed PROFESSIONAL PLANNING and has helped hundreds of individuals solve their personal and business financial problems, and plan for a sound...
Cranston "Dan" Gesell | CA Ins. Lic # 0549353
805-446-1199
dangesell@professionalplanning.com
Dan began his career in the Financial Services industry in February 1978. Six years later he received his designation as a certified Financial Planner, CFP® granted by the Certified Financial Planner Board of Standards...
Ken Bock | CA Ins. Lic. # 0C6481
800-917-2837
Ken has been employed as an investment adviser representative of Professional Planning since 2009. Ken has also been a registered representative of Mutual Securities Inc. since June of 2009...
Richard "Rick" Winters | CA Ins. Lic. # 0B94434
805-446-1199
Rick was born in 1965 and graduated from California State University Northridge in 1989, with a Bachelor of Science degree in Business with an emphasis in Finance. Rick has been an investment adviser representative of Professional...