Conejo Senior Resource Network | Team Members

Burt Williamson - Financial Strategist

PlanPrep, LLC

PlanPrep presents financial planning for baby boomers and business owners, tax and cost efficient money management for any size portfolio, insurance solutions for life and long-term care needs

You just found an award winning, vastly experienced financial planner to help you make informed decisions about business, retirement, investment and insurance matters. Maybe, you just want a second opinion to confirm that you are well positioned.

Learn more about PlanPrep, LLC
  • 25 May 2018
  • Number of views: 181

Steering Committee

Business Categories

Conejo Senior Resources Network helps businesses grow through relationship marketing and we follow the exclusive category format with one member per Conejo Chamber of Commerce business sub-category. Your business sub-category appears on your Conejo Chamber profile page, right under your business name, to see if your category is eligible. We welcome you to join us at a meeting as our guest to experience the CSRN for yourself.

Member Logos

Some messages from our group...

What makes the Conejo Valley special, unique or interesting?

The Conejo Valley offers excellent schools, weather, safety, culture, entertainment and neighbors.... A perfect community to raise a family and retire.

— Debbie Soden - Coldwell Banker Residential Brokerage