Life, Retirement Professional & Estate Planning Coach CEP®, MCEP® at Gorospe Living Benefits & Retirement Services
Woodland Hills, California
Jesusa Servida-Gorospe and Bernard Gorospe, Life, Retirement Professional & Estate Planning Coach CEP®, MCEP®, is a licensed independent financial professional at Gorospe Living Benefits & Retirement Services in Woodland Hills, California with 12+ years of experience. Specializing in Retirement Income Planning, Estate Planning, Long-term Care. As an independent advisor, they offer personalized retirement planning guidance from multiple providers with no pressure to buy specific products.
✓ SafeMoney Certified™
Phone: 818-282-2316
Email: [email protected]
Website: https://www.silverstar.online/150032
Licensed Independent Financial Professional · 12+ Years Experience · SafeMoney Certified™
Jesusa Servida-Gorospe and Bernard Gorospe are licensed independent financial professionals serving clients throughout Woodland Hills, California and the greater Los Angeles area. With over 12 years of trusted financial expertise, Jesusa and Bernard specialize in retirement income planning, estate planning, life insurance with living benefits, and tax-advantaged wealth strategies — helping families build a financially secure future with confidence and peace of mind.
Jesusa and Bernard help clients in Woodland Hills and across Southern California maximize their retirement savings through comprehensive income analysis, guaranteed lifetime income strategies, and incapacitation protection planning. Their goal is to ensure you never outlive your income.
As certified Estate Planning Coaches (CEP®, MCEP®), Jesusa and Bernard guide clients through trust funding, wealth transfer strategies, and legacy planning — ensuring your assets are protected and passed on according to your wishes. They offer hands-on coaching through the entire estate planning process.
Their life insurance solutions include living benefits that provide protection against terminal, chronic, and critical illness — including Alzheimer's disease. These policies offer financial protection while you are still living, not just for your beneficiaries.
Gorospe Living Benefits & Retirement Services offers Tax-Advantaged Wealth Strategies designed to grow your money securely while protecting your principal. They also specialize in Long-Term Care Protection to guard against rising healthcare costs, and the Kaizen Plan (Premier Financing) — a sophisticated strategy to build tax-free retirement income.
Jesusa Servida-Gorospe and Bernard Gorospe proudly serve clients throughout Woodland Hills, Calabasas, West Hills, Canoga Park, Tarzana, and the broader San Fernando Valley. As independent financial professionals, they compare solutions from multiple carriers — providing personalized strategies with no pressure to buy specific products. Contact Gorospe Living Benefits & Retirement Services today to schedule your complimentary review.
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Jesusa Servida-Gorospe and Bernard Gorospe at Gorospe Living Benefits & Retirement Services offers Retirement Income Planning, Estate Planning, Long-term Care in Woodland Hills, California. As an independent licensed financial professional, they provide personalized recommendations from multiple providers.
Independent advisors aren't tied to a single company's products, so they can recommend the best solutions for your specific needs. They focus on education first, helping you understand all your options before making decisions.
Yes, Jesusa Servida-Gorospe and Bernard Gorospe is SafeMoney Certified™, demonstrating specialized expertise in safe money strategies and retirement income planning.
Most SafeMoney.com advisors offer complimentary initial consultations. There's no cost or obligation to meet and discuss your retirement planning needs.
Your first meeting typically covers your current financial situation, retirement goals, risk tolerance, and timeline. The advisor will explain different safe money options and answer your questions without pressure to buy anything.