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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
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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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