At Menne Financial, we help individuals and families build financial security and move into retirement with confidence. Based in Simi Valley, CA, our team has spent over 20 years taking the time to understand our client's needs, and building steady plans tailored to their lives.

We are a licensed fiduciary firm, meaning we are legally and personally committed to putting your best interests first. Every recommendation we make is objective, transparent, and aligned with your long-term goals, not driven by commissions or quotas. We believe financial decisions shouldn't feel confusing, so we take the time to educate and walk alongside you at every step.

Our services include:
• Retirement Planning
• Financial Planning & Wealth Guidance
• 401(k)/403(b) Rollovers & Investment Advice
• Risk Management & Protection Strategies
• Tax-Smart Planning

Whether you're preparing for retirement, navigating a life change, or simply wondering "Do we have enough?", our team is here to help.


Securities and Advisory Services offered through Centaurus Financial, Inc., Member FINRA and SIPC a Registered Investment Advisor. Centaurus Financial and Menne Financial are not affiliated. 

Menne Financial

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Menne Financial

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