805-496-6810

"Our belief is that money is a tool that allows you to live, enjoy, create and give; and good stewardship of your resources can enhance all areas of your life, allowing you to pursue those things in life that matter most."

Marsha Roubidoux, CFP®, Financial Advisor

Company Info

Zephyr Investment Management, Inc.
3625 East Thousand Oaks Blvd, Suite 145
Westlake Village, CA 91362
P: 805-496-6810
F: 805-496-0630
E: cmunoz@zephyrim.com

Investment Updates

Planning Briefs

Zephyr’s Blog

Interest rates are important to investors and they are currently at or near all-time lows. At this past June’s Federal Reserve meeting, interest rates were kept at a range of 0%-0.25% and it was indicated that they will remain ne...

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