Based in Beverly Hills, California, Beverly Drive Financial & Insurance Solutions is a recognized leader in retirement planning and wealth management. Touting more than four decades of in-depth industry experience, the established team of financial experts at Beverly Drive Financial specializes in customized client portfolios with an emphasis on safety. Services offered include retirement and estate planning, social security maximization, fixed index annuities, income tax management, portfolio wealth planning, IRA rollovers, safer investment opportunities, and insurance planning. In taking a highly personalized approach to retirement planning and wealth management, Beverly Drive Financial works to curate forward-thinking financial portfolios that will rise with the market and remain intact, even during stock market downturns.
At Beverly Drive Financial, it is our sincere mission to provide each and every client with a modern plan of guarantees, growth to their financial portfolios, and a generous guaranteed lifetime income, with safety.
Meet Our Senior Team
Pam Wilson, Beverly Drive Financial & Insurance Solutions
Pam Wilson touts more than three decades of experience as a Financial Advisor, Registered Investment Advisor Representative, and Life Insurance Agent. During that time, she has successfully managed over $1 billion in client funds. At Beverly Drive Financial, she specializes in providing retirement income for her clients, offering smart solutions for those seeking the highest lifetime income with an extraordinarily high degree of safety and predictability. Her areas of expertise include; stocks, bonds, mutual funds, and annuities.
Pam served 19 years on the Board of Trustees of the alma mater Warner Pacific University as well as Chair of the Foundation. She has also been the investment advisor to various charitable organizations.
When not serving clients at Beverly Drive Financial, Pam is enjoying time with her husband and two daughters.
Caroline Rakness of Beverly Drive Financial & Insurance Solutions
Caroline Rakness began her education as a dance major at UCLA but ended up channeling that creative energy toward a Bachelor of Science from UCLA in Math and Applied Science with a Business Administration Specialization. It was a finance class at UCLA that sparked her interest in a career in investment. Nearly two decades later, Caroline still shares that same passion and excitement for investing.
Touting 19 years of experience, today Caroline works as a Financial Advisor and Registered Investment Advisor Representative at the women-led Beverly Hills Financial & Insurance Solutions. Additionally, Caroline serves as an instructor at Santa Monica College Community Adult Education, Torrance Adult School, and Glendale Community College, where she teaches the popular courses Women & Investing, Smart Money Fundamentals, Maximization of Social Security Benefits, Investment Boot Camp, and Maximize Your Retirement Income.
CONTACT US
Beverly Drive Financial & Insurance Solutions
226 S. Beverly Drive, Suite 200
Beverly Hills, CA 90212
Telephone: (310) 285-0525
Find out how you can achieve guaranteed long-term growth and income while allowing your retirement savings and portfolio to remain safe and secure. There is no charge for a consultation.