Specialized Groups

Brancov Financial has taken the time to specialize in different groups of investors based on their workplace plans (403B & 401K). We have the ability to offer management on 403B and select 401K company sponsored plans on an individual employee basis. Below are some of the specific client groups that we have spent years working with and have built our business around. We are here to ensure all workers are ready for retirement. 

CA Teachers

Unique Services: 403B management, Pension & Retirement planning 

Technology, Entertainment & Healthcare

Specific Services: 401K management, Restricted Stock Unit Management & Back Door Roth IRA

Facebook Employees

Specific Services: 401K management, Restricted Stock Unit Management & Back Door Roth IRA
Representative is registered with and offers only securities and advisory services through PlanMember Securities Corporation (PSEC), a registered broker/dealer, investment advisor and member FINRA/SIPC. 6187 Carpinteria Ave, Carpinteria, CA. 93013, (800) 874-6910. Brancov Financial Services and PlanMember Securities Corporation are independently owned and operated companies.
​California Insurance License No. 0D02662

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7911 Cole st. Downey, CA 90242
(323) 892-7555

CC Brancov Financial Services 2024