“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.