Broker Check

Team Members

Randall Cohen

Director of ERISA Services

(805) 917-6771

Randall@longevitycapitalmgmt.com

Working with plan sponsors to help them achieve their retirement plan goals while providing the peace of mind that comes from a fiduciary standard of loyalty and care, Randall Cohen provides the specialized knowledge and tools to help...

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Terri McGray, CFP®

President/Wealth Advisor

(805) 917-6771

(805) 601-7024

terri@longevitycapitalmgmt.com

Since 1988, Terri McGray has been assisting individuals, business owners and families with comprehensive wealth management. She has helped thousands of individuals and business owner’s enjoy a smooth transition into retirement....

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