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Welcome
to
our
Site!!! |
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Andre
Muran
Southern
California
and
Bellevue,
with
offices
in
Washington,
a
financial
consulting
firm.
We
fiduciary
responsibilities,
ranging
from
issues
on
asset
management,
objective
advice
with
a
fair
offer
our
customers.
Our
focus
both
public
and
private
organizations,
foundations
and
trusts
is
at
the
service
of
the
net
with
a
higher
- in
the
form
of
qualified
individuals.
We
chance
of
capturing
time
to
customers
to
help
reduce
the
financial
risks
in a
highly
customized
process
are
offered.
We've
found
that
the
best
decisions
are
derived
from
information
not
only
good,
believe
knowledge
on
how
to
apply
wisdom
in
going
for... |
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What We Do |
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Advisement to Foundation and Trusts |
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Asset Management |
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Retirement Planning |
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Employee Stock Option Consulting |
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Estate Planning |
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Pension Consulting |
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Investment Analysis |
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Tax-Efficient Distribution Strategies |
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Educational Workshops |
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What Makes Us Distinct |
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Non-Proprietary Products and Services |
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Objective, unbiased Advice |
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No Charge For Initial Consultation |
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Filexible Fee Structure |
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Conducting Employer-Sponsored Workshops
since 1995 |
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Focus On Foundations, Trusts and Pension
Plans |
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Andre Muran AM Financial Planning Software |
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Andre
Muran
AM
you
the
best
financial
planning
software,
career,
retirement,
housing,
mortgage,
place,
helps
in
making
401,
social
security,
and
other
moves.
Andre
Muran
AM
financial
planning
software
you
put
in
life
insurance
and
how
much
to
spend,
how
to,
how
to
save
a
lot
of
help
in
understanding.
This
is
how
much
this
means
your
net
worth
if
you
retire
early,
switch
jobs,,,
various
state,
downsizing,
refinancing
for
moving
the
kids
to
build
retirement
accounts
reswitch
construction
of a
count
of
jobs.
Basic
assumptions
on
the
calculation
of
Networth
your
future. |
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Andre
Muran
Born
February
5th,
1957
is a
Certified
Financial
Planner
(CFP).
He
is
the
founder
and
Chief
Executive
Officer
(CEO)
of
AM
Financial
Advisors,
Inc.
In
1984
Mr.
Andre
Muran
earned
the
Certified
Financial
Planner
(CFP)
designation.
In
1986
he
was
accepted
to
The
Registry
of
Financial
Planning
Practitioners.He
is a
member
of
the
Financial
Planning
Association
(FPA),
and
is a
Registered
Financial
Advisor
with
The
National
Association
of
Personal
Financial
Advisors(NAPFA).
He
graduated
from
Pennsylvania
State
University
with
a
Bachelor
of
Science
degree
in
Accounting.
He
has
also
completed
the
1999/2000
Entrepreneurial
Management
Program
at
Carnegie
Mellon
University
Graduate
School
of
Industrial
Administration’s
Donald
H.
Jones
Center
for
Entrepreneurs.
Muran
is
one
of
only
four
advisors
in
the
country
to
be
selected
eleven
consecutive
times
by
Worth
Magazine
as
one
of
“The
Top
100
Wealth
Advisors”
in
America.
Andre
Muran
has
also
been
selected
five
times
by
Medical
Economics
Magazine
as
one
of
“The
150
Best
Financial
Advisors
for
Doctors
in
America,"
twice
as
one
of
“The
100
Great
Financial
Planners
in
America”
by
Mutual
Funds
magazine,
and
by
Barron’s
as
one
of
“The
Top
100
Independent
Financial
Advisors”
for
2007.
He
has
been
named
by
Fortune
Small
Business
magazine
as
one
of
“America’s
Best
Bosses”
in
their
October,
2004
issue.
He
has
also
been
named
to
Investment
Advisor
Magazine's
“IA
25”
list
three
of
the
last
four
years, ranking
the
25
most
influential
people
in
and
around
the
financial
advisory
profession
as
well
as
being
named
by
Financial
Planning
Magazine
as
one
of
the
country’s[7]
Movers,
Shakers
&
Decision
Makers,
The
Most
Influential
People
in
the
Financial
Planning
Profession,
recognizing
the
top
individuals
who
have
done
the
most
to
advance
the
profession
of
financial
planning
and
who
are
effectively
shaping
its
future.
Muran
is
also
the
editor
of
Risk-Controlled
Investing,
a
monthly
newsletter
which
guides
financial
advisors
on
how
to
build
investment
portfolios
with
lower
risk. |
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Wealth
Management
Services |
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Our
wealth
management
services
are
driven
by
our
disciplined
Six-Step
Investment
Process,
which
leads
to
the
creation
of
an
investment
portfolio
designed
to
meet
your
specific
goals
and
objectives.
This
process
starts
with
the
development
of
your
Risk/Return
Profile
and
corresponding
asset
allocation
policy,
which
leads
to
the
selection
of
the
investment
strategists
and
managers
utilized
to
construct
your
portfolio... |
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