|
![]() |
|
Associates of Joe Planner , JD, CLU, CPA, ChFC |
|
Joe Planner
President
20271 Birch Street, Suite 200
Newport Beach, CA 92660
Phone: (949) 548-3936
Fax: (949) 631-5570
|
|
Jennifer Jones
Operations Assistant
20271 Birch Street, Suite 211
Newport Beach, CA 92660
Phone: (949) 752-6365 ext. 24
Fax: (949) 752-0794
|
|
Spencer Thomas
Sales Representative
20271 Birch Street, Suite 211
Newport Beach, CA 92660
Phone: (949) 752-6365 ext. 25
Fax: (949) 752-0794
Cell: (949) 433-1234
|
|
Every attempt is made to keep information on this and related sites current
and accurate. However, you should always consult your advisor before taking action
based on information you get from this site or any other source. There may be
other factors or options that would apply to your specific situation
that are not covered in the brief introductory information presented here. |
|