Our Firm

At present, Planned Estate Services is a financial services firm employing knowledgeable associates in wealth management, insurance, financial planning, benefits planning, risk management, investments and estate conservation strategies.
 
Planned Estate Services, presently has 4 associates and 3 staff with offices located in Westlake Village, West Los Angeles, and Glendale. Our representatives maintain such designations as AEP (Accredited Estate Planner), CFP® (Credited Financial Planner), ChFC® (Chartered Financial Consultant), CLU® (Chartered Life Underwriter), and RFC (Registered Financial Consultant). Planned Estates Services is well positioned to provide comprehensive individual wealth and business planning.
 
Planned Estate Services, an office of MetLife, is a name and a concept developed in 1933 by a group of enterprising financial service representatives on the east coast. It embodies estate conservation strategies, with services to help enhance each client's life and the lives of their loved ones.
 
Fee-based financial planning services are offered through financial planners of MetLife Securities Inc., a Registered Investment Advisor.
 
 To book a no-cost consultation please call Heather at (805) 367-2041.