About Zephyr
Service Times: 9am and 10:30am
6399 North Wells Road, Bigtownville, CO 32748

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About Zephyr

“We cannot direct the winds, but we can adjust the sails.”

Based in Westlake Village, California, Zephyr Investment Management was founded by Marsha Roubidoux in 1997 to provide customized, unbiased, intelligent financial guidance, helping individuals and families achieve their long-term financial objectives. As a Registered Investment Advisor (RIA), our recommendations always serve the best interest of our clients. Our combined experience, education, and industry training help us offer an uncommon level of personalized financial and investment guidance.

Marsha Roubidoux and Cheryl Munoz have been working together to serve clients throughout Southern California since 1996. Over the years, we've earned the trust of each of our clients, growing and learning with them as we’ve worked together toward securing their financial futures. Many of our clients have been with us since long before retirement, and we’re honored to have served as their trusted advisors through so many life changes, market shifts, challenges, opportunities, and successful, fulfilling retirements.

As your advisors, we understand and appreciate that you have entrusted us with your life savings and financial future. We consider this an immense responsibility—one that we will never take lightly.

Financial Planning

Our goal is to create an inspiring financial strategy for you—one that gets you excited about your future. To accomplish this, our personalized Values-Based Financial Planning® services take a holistic wealth advisory approach. These services are based on the premise.
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Investment Management

At Zephyr Investment Management, we believe that a focus on managing downside risks is essential to your long-term financial security. We believe the upside will take care of itself and the real value of investment management is generated by limiting the downside.
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Retirement Services

We see financial planning and investment planning as the key components to a secure retirement. Building on our work in these areas, we work with you to define a solid vision of what your retirement looks like to you. While this vision may evolve over time.
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Zephyr’s Blog

   After a long period of respectable returns, many investors in equities during the fourth quarter of 2018 experienced losses. This fourth quarter was filled with a great deal of uncertainty, which is the equity markets...