CM3 Advisory, 750 B St, Ste 1920, San Diego, CA 92101, US

Yvette Papazian Spillman is the founder and CEO of Wealth Protection Partners, and serves as a Registered Investment Advisor, Advanced Tax-Reduction Strategist, and Professional Retirement Planner. She has been dedicated to serving her clients since 1999. Yvette holds multiple professional licenses and industry certifications. She now proudly serves her clients in California, and has a broad reach to serve clients in all 50 states. She comments, “In my 21 plus years of experience, I find that my business owners and individual clients both suffer from a common problem… being taxed to death. It’s our responsibility as citizens to pay our taxes, yet we are taxed at every turn and sometimes, grossly overtaxed. I found that in digging into this issue, there are strategic ways that the IRS allows, to significantly reduce taxation both to a business, and to an individual. By building my practice around these unique and little known methods, I am able to truly make a difference in my clients’ personal and business lives. Additionally, I enjoy to get to know them and be of assistance with other important planning steps necessary to have a successful retirement.” “My philosophy is that retirement can be likened to a puzzle, with many pieces needed to make a complete picture. Taxation, Social Security, Medicare, 401k / IRA, guaranteed income streams, planning for expensive long-term care needs… these are just some of the important pieces that need to be addressed ahead of time. Thanks to advances in medicine, we are living longer and stronger, but will your money last as long as you do? It’s my job to help you make sure that it does! I believe in putting money back in my clients’ pockets, then helping them preserve and grow that money. In a nutshell, it should be about preservation and peace of mind.” By dedicating her time and efforts to her clients, Yvette has come to be known as a trusted advisor and family friend to her clientele. Yvette settled in Temecula, CA, where she cares for her elderly mother after the recent passing of her beloved father. A native New Yorker, Yvette enjoys traveling, and horseback riding. In 1998 she founded a non-profit organization for dog and horse rescue, affectionately named Unconditional Love Foundation. She continues down to today, working for the care and betterment of animals and people.

Verbatim Reporting Service

San Diego Tax Group

Carpenter Zuckerman & Rowley

Pgp Valuation