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Our Financial Planning Team

Melvyn H. Nachman | CA Ins. Lic. #0408751

805-446-4601

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...

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Cranston "Dan" Gesell | CA Ins. Lic # 0549353

805-446-4601

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...

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Ken Bock | CA Ins. Lic. # 0C6481

805-446-4612

800-917-2837

ken@professionalplanning.com

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...

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Richard "Rick" Winters | CA Ins. Lic. # 0B94434 

805-497-1717

805-446-1199

rick@wfginc.com

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...

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