805-496-6810

"Our belief is that money is a tool that allows you to live, enjoy, create and give; and good stewardship of your resources can enhance all areas of your life, allowing you to pursue those things in life that matter most."

Marsha Roubidoux, CFP®, Financial Advisor

Company Info

Zephyr Investment Management, Inc.
3625 East Thousand Oaks Blvd, Suite 145
Westlake Village, CA 91362
P: 805-496-6810
F: 805-496-0630
E: cmunoz@zephyrim.com

Investment Updates

Planning Briefs

Zephyr’s Blog

After two solid years of strong returns, equity markets are currently experiencing a significant downfall in 2022. While it’s always possible equity markets could turn upward quickly, an equity downturn experience can leave an ex...

This website uses cookies for navigation, content delivery and other functions. By using our website you agree that we can place cookies on your device. I understand