Founder and CEO of Arbor Financial Services

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Founder and CEO of Arbor Financial Services We are an independent, socially conscious , investment management and financial consulting firm, and have been helping our clients since 1996.

Your insurance needs don’t stay the same when the nest empties, but what changes?
10/19/2026

Your insurance needs don’t stay the same when the nest empties, but what changes?

Do your insurance needs stay the same when the nest empties?

10/16/2026

Building wealth isn’t something you have to tackle alone. The right professionals can help you make smarter, more confident decisions. Discover the key components of a financial dream team and which ones may be right for you:

In the world of finance, the effects of the "confidence gap" can be especially apparent.
10/14/2026

In the world of finance, the effects of the "confidence gap" can be especially apparent.

With increasing wealth comes unique financial challenges.
10/12/2026

With increasing wealth comes unique financial challenges.

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

Are you looking for a balance? Find yours, starting with this video.
10/09/2026

Are you looking for a balance? Find yours, starting with this video.

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/09/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

10/07/2026

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.

Can group and private disability policies work together?
10/05/2026

Can group and private disability policies work together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

10/02/2026

Three tips for giving smart from the heart.

You make your own investment decisions, but how familiar are you with the products? Take our short quiz.
09/30/2026

You make your own investment decisions, but how familiar are you with the products? Take our short quiz.

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

Address

600 Hampshire Road Suite 211
Westlake Village, CA
91361

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 5:30pm

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