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We provide financial services to business owners, professionals and executives. These pages are designed as a location where our clients can access valuable information as well as introduce prospective clients to the variety of ways we can be of benefit. Financial Experts is an association made up of Anthony Auerbach, CLU, Craig Gussin, CLU, and Charles R. Andrews.
Our MissionAssisting our clients in meeting their lifetime financial goals within a relationship of trust and integrity. We proactively facilitate the process of our clients controlling and preserving their assets in the manner they desire for themselves and their heirs.
Company Profile"It requires a great deal of boldness and a great deal of caution to make a great fortune, and when you have it, it requires ten times as much wit to keep it." -Ralph Waldo Emerson Identifying financial goals and finding effective solutions based on our client's individual needs has been our guiding principle for the past fifteen years. When choosing financial services, it is comforting to know that as independent consultants and brokers, we are free to choose the methods and products that meet your unique situations. Our offices are in La Jolla, California, Los Angeles, California, and Bellevue, Washington. Each of the four associates are seasoned professionals who have worked together as a group for over a decade.
Quick LinksWe have 3 services you may wish to look at right away. The first is a page which allows you to download an estate tax calculator. Click Here. The second feature is a page for an email quote for term life insurance. Click Here. We also have a page to provide a competitive health insurance quote. Click Here.
Contact Information
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Copyright © 1998 Auerbach & Gussin
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