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: 227

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 Greater Conejo Valley Chamber of Commerce a good chamber to be part of?

I’m enjoying all the benefits of my chamber.  The jumpstart breakfasts, mixers and learning opportunities make it a little easier to do business. The chamber has such credibility that being a member makes it a little easier to network.

— Merley Greenidge - Celebrate Sweetly