Our Financial Planning Team

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...

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 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...

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...