Team

Aida S. McNamara, LUTCF, RICP
Financial Planner
 
 A highly trained and experienced Financial Planner and Licensed Insurance Professional, Aida has been dedicated to providing her clients with exceptional service and quality insurance and investment products for decades. As a Financial Planner, a licensed Insurance Representative and a Registered Representative she assists her affluent clients in preserving their income, family, business, and retirements, as well as provides strategies for managing their estate and income taxes, through complex Advanced Planning.  She practices, abides by, and preaches the Code of Ethics of the Million Dollar Round Table, an international forum dedicated to fostering high standards and a professional approach to insurance sales and service. Her mission is not simply to satisfy her clients, but to amaze them.
 
 She has received sales awards, including the Chairman's Council and Field Management Award from Mutual of Omaha based on sales production. She has won the National Quality Award in recognition of quality life underwriting service to the public as evidenced by an excellent record of maintaining in force and extending the benefit of life insurance by N.A.L.U (National Association of Life Underwriters), and achieved membership in the prestigious Million Dollar Round Table, a standard of excellence in the insurance industry.
 
A financial services professional since the early 1980s, she holds a master’s degree in economics from Farah Pahlavi University in Tehran, Iran, and the professional designation of LUTC Fellow from The American College. Further more, she earned her RICP (Retirement Income Certified Professional) from The American College. She also completed the program on Negotiation for Senior Executives from Harvard University’s Law School and The Program of Dealing with Difficult People and Difficult Situations from Harvard University Law School in 2008. She is an active member of the National Association of Insurance and Financial Advisors, San Fernando Valley Life Underwriters Association, and Society of Certified Life Underwriters and Chartered Financial Consultants. She holds: 
 
  • FINRA Registrations Series 6, 26, 65
  • Department of Insurance, California License #0660322
  • Department of Insurance, Arizona License #187992

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Securities, Insurance and Advisory licensed in State of California. California Department of Insurance License Number 0660322. Also Insurance licensed in Kentucky.