
Marsha Roubidoux
Founder, Financial Advisor and Investment Strategist
Zephyr Investment Management Inc
United States, California, Westlake Village
About Me
The founder of Zephyr Investment Management, Marsha commits her knowledge and more than 38 years of experience to help clients accumulate, manage, and grow their assets, and to improve the quality of their lives. Her decades of experience enable her to explain complex investment and financial topics in an understandable way as she guides each client through the process of selecting an optimal investment strategy. Marsha’s financial advice is based on sound economic fundamentals, favorable tax considerations, and disciplined investment management techniques for risk reduction and capital preservation. The majority of Marsha’s clients began working with her long before reaching their retiremen
Profile Information
Founder, Financial Advisor and Investment Strategist
Zephyr Investment Management Inc
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Westlake Village
California
United States
May 15, 2024
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