STRAIGHTFORWARD ADVICE



Since 2006, Carington Financial has been working with friends and neighbors throughout California to help meet their financial goals through the use of insurance and investment products. We are a financial services firm rooted in the community and have built our company on a foundation of trust by creating close, personal relationships with our clients. Carington is committed to demonstrating extraordinary care by providing straightforward advice as we advocate to build and protect the financial landscape of our clients’ future.



RICHARD BAVETZ
Investment Advisor

Phone:
(805) 777-7799
Fax:
(805) 351-3803

Rick Bavetz is the senior investment advisor representative at Carington Financial. He originally came to Westlake Village in 1970, so obviously he is very well established in the community. Now with nearly 30 years’ of experience... Read more

  SERVICES



At Carington Financial, we offer you the following services:

  • » Retirement Income Strategies
  • » Pension Analysis – Public/Corporate
  • » Asset Management
  • » Wealth Accumulation
  • » Annuities
  • » Life Insurance
  • » Tax Minimization Strategies
  • » Long-Term Care
  • » IRA & 401(k) rollovers

In addition, we have built strategic alliances with professionals who provide the following services:

  • » Trusts
  • » Charitable Giving
  • » IRA Legacy Planning
  • » Estate planning
  • » Tax planning
  • » Probate

Carington Financial is not permitted to offer, and no statement contained herein shall constitute tax or legal advice. You should consult a tax or legal professional on any such matters.

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