Financial AdvisorAida McNamara
Languages Spoken:
English
States Insurance Licensed:
CA
License Number (CA):
0660322
Address:
77185 Delgado Drive
Indian Wells, CA 92210
US
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LUTCF, RICP

I am committed to providing my clients with the guidance and consistent service needed in developing, implementing, and maintaining a comprehensive business and individual strategy.

Check the background of investment professionals on FINRA BrokerCheck. Please note Insurance Agents* who are not securities licensed will not be listed on this site.

Aida S. McNamara LUTCF, RICP Financial Planner A highly trained and experienced Financial Planner and Licensed Insurance Professional, Aida has been dedicated to providing her clients with exceptional service and quality insurance and investment products for decades. As a Financial Planner, a licensed Insurance Representative and a Registered Representative she assists her affluent clients in preserving their income, family, business, and retirements, as well as provides strategies for managing their estate and income taxes, through complex Advanced Planning. She practices, abides by, and preaches the code of Ethics of the Million Dollar Round Table, an international forum dedicated to fostering high standards and a professional approach to insurance sales and service. Her mission is not simply to satisfy her clients, but to amaze them. She has received sales awards, including the Chairman's Council and Field Management Award from Mutual of Omaha based on sales production. She has won the National Quality Awardin recognition of quality life underwriting service to the public as evidenced by an excellent record of maintaining in force and extending the benefit of life insurance by N.A.L.U (National Association of Life Underwriters), and achieved membership in the prestigious Million Dollar Round Table, a standard of excellence in the insurance industry. A financial services professional since the early 1980s, she holds a master's degree in economics from Farah Pahlavi University in Tehran, Iran, and the professional designation of LUTC Fellowfrom The American College. Further more, she earned her RICP (Retirement Income Certified Professional) from The American College. She also completed the program on Negotiation for Senior Executives from Harvard University's Law School and The Program of Dealing with Difficult People and Difficult Situations from Harvard University Law School in 2008. She is an active member of the National Association of Insurance and Financial Advisors, San Fernando Valley Life Underwriters Association, and Society of Certified Life Underwriters and Chartered Financial Consultants.

Los Angeles Office:
10880 Wilshire Blvd. Suite 2222
Los Angeles, CA. 90024

Financial AdvisorAida McNamara

LUTCF, RICP

I am committed to providing my clients with the guidance and consistent service needed in developing, implementing, and maintaining a comprehensive business and individual strategy.

Check the background of investment professionals on FINRA BrokerCheck. Please note Insurance Agents* who are not securities licensed will not be listed on this site.

Aida S. McNamara LUTCF, RICP Financial Planner A highly trained and experienced Financial Planner and Licensed Insurance Professional, Aida has been dedicated to providing her clients with exceptional service and quality insurance and investment products for decades. As a Financial Planner, a licensed Insurance Representative and a Registered Representative she assists her affluent clients in preserving their income, family, business, and retirements, as well as provides strategies for managing their estate and income taxes, through complex Advanced Planning. She practices, abides by, and preaches the code of Ethics of the Million Dollar Round Table, an international forum dedicated to fostering high standards and a professional approach to insurance sales and service. Her mission is not simply to satisfy her clients, but to amaze them. She has received sales awards, including the Chairman's Council and Field Management Award from Mutual of Omaha based on sales production. She has won the National Quality Awardin recognition of quality life underwriting service to the public as evidenced by an excellent record of maintaining in force and extending the benefit of life insurance by N.A.L.U (National Association of Life Underwriters), and achieved membership in the prestigious Million Dollar Round Table, a standard of excellence in the insurance industry. A financial services professional since the early 1980s, she holds a master's degree in economics from Farah Pahlavi University in Tehran, Iran, and the professional designation of LUTC Fellowfrom The American College. Further more, she earned her RICP (Retirement Income Certified Professional) from The American College. She also completed the program on Negotiation for Senior Executives from Harvard University's Law School and The Program of Dealing with Difficult People and Difficult Situations from Harvard University Law School in 2008. She is an active member of the National Association of Insurance and Financial Advisors, San Fernando Valley Life Underwriters Association, and Society of Certified Life Underwriters and Chartered Financial Consultants.

Los Angeles Office:
10880 Wilshire Blvd. Suite 2222
Los Angeles, CA. 90024

Do you have a question? I'm here to help.
Compare Life Insurance Products and Get a Quote
Languages Spoken:
English
States Insurance Licensed:
CA
License Number (CA):
0660322
Address:
77185 Delgado Drive
Indian Wells, CA 92210
US

I am here to listen

How we will work together

As a licensed insurance agent* and investment professional with Mutual of Omaha Insurance Company (Mutual of Omaha), I work hard to:

  • Help young families protect their family and property in case of an unexpected and potentially devastating disability or death.
  • Help professionals plan for a long retirement, so they don't run out of money yet still have the lifestyle they desire.
  • Help those close to retirement prepare for the effects of healthcare expenses including long-term care and unexpected illnesses.
  • Help small business owners protect their life's work for their family and employees.
In order to help you achieve your goals, we go through the following process: 1. Together, we examine your current financial standing. 2. We examine, if you are in the right pat to achive your financial goal. 3. We give you recommendations to ulter your plan. 4. We stannd by you durring the implimentation. 5. We set time to re\-examin your plan on annual basis.
1
Business Comprehensive Planning: We focus on three major concern of any Business Owner: 1. How to Protect my Business? 2. How to attract and Retain Good employees? 3. How to Maximize owners and high executives Personal Protection within the scope of Law?
2
Setting up a 401(k) Plan for your company: After careful examination of your employees financial situation and your Business financial and tax standing, we design a Plan that meet your need. Retirement Planning can be as simple as a Simple IRA to 401(k), Profit Sharing, Cash Balance and Defined Benefit Plan. I have over 3 decates experience setting Comprehensive and taylord retirement Plans for different companies. We have access to many Insurance and Investment companies that offfer retirement Plan. Let's pick the one that meet your expectation. I work with your CPA every step of the way.
3
Personal Financial and Estate Planning: Estate Planning have three phases we can assist you with: 1. Accumulation of Wealth 2. Conservation of Wealth 3. Distribution of Wealth We will examine your situation and give you recomendation. We work with your attorney and accountant every step of the way.

Learning Center

Retire with Confidence
Read the Transcript
Indexed Universal Life Insurance: Help Meet Your Goals
Whether you're planning for retirement, college, or a rainy day, it's important to focus on the journey – not just the destination. To successfully plan for these milestones, it's vital to figure out which tactics to use to reach your goal faster, safer or more effectively. One of the tactics many consider is life insurance …
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Medicare Advantage vs. Medicare Supplement Insurance Policies – Which is Right for You?
Did you know that after you enroll in Medicare, there's a few more steps to take? You still need to decide how you want to receive your Medicare benefits and whether you want to pay for additional coverage.
Read Article

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The key to our longevity is simple.
You see, as a mutual company, we're owned by our policyholders. Which means we've been able to focus on listening to our customers, not Wall Street. It's a singular commitment that has drawn people to Mutual of Omaha for generations.
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