Welcome to PlanWise — where clarity meets confidence in retirement planning. Whether you're approaching retirement or already enjoying it, we're here to help you navigate your financial future with personalized guidance and smart strategies. Let’s simplify the complex and put you in control of your retirement journey.
About Us
At PlanWise, we specialize in helping retirees and those approaching retirement make smart, informed decisions about their financial future. Our educational seminars and personal guidance focus on the big picture of retirement planning.We’re here to make your retirement feel well-planned, not overwhelming.
Services We Offer
Customized Retirement Income Planning
* Social Security optimization
* tax-efficient withdrawals
* flexible strategies for longevity
* tax minimizationInvestment Management *
focused on risk-adjusted portfolios, annuities, and retirement goalsLong-Term Care and Healthcare Financial PlanningEstate Planning Guidance
to protect wealth and manage legacyOngoing Plan Monitoring and Updates
adapting to tax laws, Social Security changes, and life eventsSpecialized Social Security Services
covering spousal, survivor, and divorced spouse benefits, earnings management, and tax impact
Our Team
Robert Sarkissian, CFP®
Founder, CEO, Financial Advisor
Andrew Marin, JD
Estate Planning Attorney
Bruce Larsen, IRS EA
Tax Planning
Kim Magdalein
Social Security Professor
Hovik Shahinian
Reverse Mortgage Specialist
Suzy Sarkissian
Marketing Consultant
(626) 483-4422
8383 Wilshire Blvd.
Suite 600
Beverly Hills, CA 90211
