Adele Canetti
Owner at Bargain Book World
Based in Mission Viejo, United States
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Seniority
C-Team
Department
General Business & Management
Location
Mission Viejo
Industry
Retail
Company size
4
Contact information
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a•••••••@bargainbookworld.com
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Background
About Adele Canetti
My three primary areas of client focus are 1) business owners and self-employed clients; focus on maximizing tax-sheltered investment savings via appropriate business retirement plan strategies 2)"millionaires-in- training"; younger clients who have the motivation, discipline, and earnings power to grow their net worth and who need ongoing "big picture" strategic financial guidance 3) retirees and near-retirees; focus on providing retirement income while maintaining buying power in light of inflation Specialties: Retirement plans/401K rollovers; 401K plans for small businesses; Safe harbor 401K plans; Individual/Solo 401K's; Corporate/Municipal bond portfolios; 529/education savings plans; Dividend/Income producing portfolios; Covered call option strategies; Socially responsible investment portfolios
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