We specialize in guiding our clients on the journey to and through retirement. Our holistic approach to retirement planning takes into account the many facets of life that affect your financial picture. We are here to listen to your story and present you with all of the available options before helping you make an informed decision. 

-Retirement Planning
-Financial Planning
-Financial Analysis
-Investment Advisory Services
-403(b) and 457 Plans
-Traditional and Roth IRAs
-Fixed and Variable Annuities
-Mutual Funds
-Pooled Employer Plans (PEP)

Representative 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. Odyssey Financial and PlanMember Securities Corporation are 
independently owned and operated. PSEC is not liable for ancillary products or services offered by Odyssey Financial.

Odyssey Financial

Org chart

Teams

Offices