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John C Manocchio, CRPC®- Waddell & Reed, Inc.

  • Investment Advice, Financial Planning
  • Chamber Member
123 Hodencamp Rd
Suite 204
Thousand Oaks, CA 91360
(530) 412-3757
(877) 371-0087
(805) 371-0067 (fax)

About Us

We're dedicated to helping people prepare for and live their retirement years to the fullest.

It may be startling to think about, but with many retirements now lasting 20 to 30 years or longer, you read more
  • About

    We're dedicated to helping people prepare for and live their retirement years to the fullest.

    It may be startling to think about, but with many retirements now lasting 20 to 30 years or longer, you could actually spend a third or more of your life in retirement. We believe that retirement & financial planning should be a highly personalized process. Effective planning may enable you to enjoy the freedom of your retirement years. Without it, it may take everything you have just to get by.

    Preparing for Retirement
    Review your progress toward saving for retirement to help ensure you’re on the right track.
    Provide insight to help you navigate risks that may threaten your savings.
    Discuss an investment strategy that can serve you throughout your retirement.

    Getting Ready to Retire
    How much retirement income you need to support your retirement goals.
    Your projected Social Security and pension benefits.
    Investment strategies designed to meet your retirement needs and manage risk.

    Living in Retirement
    What investment choices might you make to live comfortably during your retirement?
    What effect will taxes have on your retirement income?
    What should you do to make things easier for your family in the event of your death or disabling illness?

    Securities and Investment Advisory Services through Waddell & Reed, Inc., a Broker/Dealer, Member FINRA/SIPC, and Federally Registered Investment Advisor.

    Miller/Manocchio Team is a team name used by Advisors affiliated with Waddell & Reed for marketing purposes only.

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