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Principal Securities, Inc.
Categories
Financial Services
Hours:
M-F 7:30 am - 5:30 pm
About Us
Principal® Financial Network of is a group of local offices representing Principal® in Southern California and Hawaii. We are dedicated to helping individuals, businesses and their employees achieve financial security and success in our communities. We proudly represent Principal with integrity and professionalism.
Highlights
- Financial Planning
- Investment Services
- Life/Disability/Long Term Care
- Exit Strategies
- Retirement Plan
Images
Principal
Rep/Contact Info
View Personal BioKaren Lomas, MBA, AIFKaren has 5 years as a financial professional in independent practice and 2 years in banking and accounting
work. She wants to help her clients work towards their goals, plan for the important things in life such as
retirement, business transition, and family planning. She is a bi-lingual professional who specializes in
working with small businesses of 0 – 150 employees. She strives to provide value to clients through a high
touch experience and ensures her practice is accessible and customized to her clients’ specific needs.
? Financial Planning ? Life/Disability Insurance ? Investment Services ? Long Term Care Insurance
? Succession Planning ? Retirement Plans ? Executive Compensation Planning ? Group BenefitsKaren Lomas, MBA, AIFFinancial Advisor- Phone: (626) 538-1719
- Fax: (844) 556-4280
- Cell Phone: (626) 538-1719
- Send an Email
- 575 Anton Blvd., Ste. 900 Costa Mesa CA 92626
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