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Our finance and mortgage professionals create a personalized strategy that’s perfectly tailored to your situation. We believe there’s no one-size fits all approach when it comes to personal finances.  Contact us today!

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340 North Westlake Blvd., Suite #240
Westlake Village, CA 91362

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Sharing our knowledge and expertise comes natural to us. Our team is friendly, compassionate, and ready to start working with you. Consult with us at no cost to see what we can do for you. Whether you’re just starting out, looking for your perfect vacation or investment home, or planning for retirement, meet with us and we’ll see how we can improve your financial outlook. Contact Planatek Today!