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    • About the Chamber
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    • Membership Benefits
  • Events & News
    • 805 Area Code Overlay
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      • Where To Stay
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      • Where to Shop
      • Where to Live
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        • Arts & Entertainment
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  • Programs
    • 4th of July – Star Spangled Celebration
    • Ambassadors
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    • Communications (coming)
    • Economic Development Committee
      • Economic Development Committee Meetings
    • Emerging Leaders
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      • Health & Wellness Articles
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    • Legislative Action Forum
      • Calchamber Resources
      • Legislative Newsletters
      • Legislative Positions Updates
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      • Meeting Agendas
      • Policy Platform
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C3 Financial Strategies

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C3 Financial Strategies
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CA
805-375-8228
(888) 971-3745 (fax)
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Hours:
Monday - Friday: 8:00 am - 4:00 pm

About Us

C3 Financial Strategies provides a back-to-basics, simplistic approach to Financial Planning and Investment Management. Ever wish you could bring that big box of financial stuff into the office and… read more
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  • About

    C3 Financial Strategies provides a back-to-basics, simplistic approach to Financial Planning and Investment Management. Ever wish you could bring that big box of financial stuff into the office and yell help? Have you saved enough? Will your investments adequately provide for a home, college education or retirement? What is your planning number? We all lead busy lives and after meeting the demands of the day often have little time or energy left to maintain our financial planning efforts.

    Financial goals and objectives are personal and vary from individual to individual. As a Registered Investment Advisory firm C3 Financial Strategies believes in being a contributing team member while partnering with the other professionals in your life to secure an improved state of financial well-being. C3 is prepared to assist by: working to develop an individual comprehensive financial plan, addressing areas of risk and managing investments while remaining focused on your objectives.

    Success is entirely possible when your choice, courage and commitment intersect. If you are ready, contact C3 Financial Strategies today!

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    Actually, it's what is IRMAA? We have helped other clients reduce or eliminate this additional Medicare premium and may be able to help you too. There is a Birthday Rule in California. People that have a Medicare Supplement policy can change to a different policy or provider without medical underwriting during the 30 day period following their birthday. Plans must be the same or less benefit. Want more information? Give us a call.
  • Whom to Contact

    • Ariana McDonald
      Financial Advisor
      Phone: 805-375-8228
      Fax: (888) 971-3745
      Send an Email

     
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