

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
More profiles to browse
VM
Vanessa Moore
Financial Advisor
WC
William Chenette
Financial Advisor
CM
Cheryl Munoz
President
JC
Jean-Paul Chenette
Financial Advisor
You Might Like
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
KB
Karin Berry
Senior Director of Sales & Marketing
Brookdale
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc