Contributing Sponsors

Gene Pastula

Gene Pastula, CFP is a nationally recognized expert in the development of insurance solutions to address the concerns of today’s clients. As founder and President of San Diego, California based Westland Financial Services, he has played a significant role in the development of products and strategies in the financial services industry over the past 30 years. Mr. Pastula has trained over 5000 financial advisors in the use of modern insurance products and has been quoted in such highly respected publications as The Wall Street Journal and Investors Business Daily. In 1987, Mr. Pastula, participated in designing and introducing the first serious asset-based solution for funding long-term care through the use of investment-oriented life insurance. Since then, more than $5 Billion has been deposited into these types of products by thousands of satisfied participants. Gene and his company currently serve over 40 selling organizations including major independent broker/dealers, banks and other financial, accounting and legal professionals in assisting their clients with the purchase of insurance products that address the issues of Estate and Income Planning, Asset Transfer and Long-Term Care. In addition, Gene has been sought after by many insurers to assist them in the development of asset based long-term care and legacy asset type products.


www.safemoneymonitor.com


genep@westlandinc.com 


800-809-6783



Steve Aledort

I am Steve Aledort, your local San Diego mortgage professional. As a Rancho Financial loan officer my reputation is built on professionalism, integrity and the ability to keep transactions on track. I am dedicated to helping clients obtain a mortgage that fits their specific home ownership needs and goals. I am passionate about helping my clients and focus on bringing you peace of mind throughout the home buying process.

I am here to answer your questions so you have a clear understanding of what you can comfortably afford. Ultimately a successful closing is my main goal! My team and I use our collective skills and expertise to make that happen for you. We are 100% committed to total client satisfaction. From the first phone call to the final closing, we are here for you. I can assist first time homebuyers, investors, self-employed borrowers or high net worth clients with the same smooth efficiency. Regardless of your situation, I will direct you through the process and continue to be a resource well after your loan has closed.

www.LoanFinancialPlanner.com

888-563-1070


Lyn Rowe CFP

'Lyn' (Linda) Rowe, CFP® has been involved in financial planning for nearly 30 years. Her practice once consisted of working with individuals planning for retirement and those currently retired. She now focusses on Total Care Planning by advising clients regarding VA, Medicare and Medicaid benefits and private Long Term Care Insurance. She is featured weekly on a syndicated national radio show talking about various aspects of Total Care Planning.

She is a licensed insurance agent who helps clients throughout the country with their life, annuity disability, critical care and long term care insurance needs. Her background in comprehensive financial planning and prior practice of over 1,200 clients makes her an invaluable and very effective planner for people seeking help in these areas.

www.IWantMyLTC.net

lynroweinsurance@gmail.com

877-270-3127