About Dee Turkalj

Dee Turkalj is an independent financial advisor with more than 17 years of experience helping individuals and families reach their investment and long-term financial planning objectives. She has no proprietary investment offerings or products. This gives her the freedom to work with a wide range of companies in the industry on behalf of her clients, provide comprehensive financial planning and investment services, and offer objective professional guidance and impartial strategies to the challenges of wealth accumulation and management.

In collaboration with family and estate attorneys and other professionals from her network, Dee assists and guides clients through the estate planning process. Her clients find that the process can be an exciting opportunity for growth and empowerment and turning estate planning into a chance to pass on values—not just assets—to the next generation and beyond.

Dee holds FINRA series 65, 66, 7,  and 24 securities registration and CA Life and Long-Term Care license as well as Certified Estate Planner designation.

In addition to helping her clients prudently manage their investments, lower their taxes, and protect their families and assets, Dee also speaks and presents educational seminars and workshops on variety of financial subjects to public, private and non-profit organizations.

Please contact Dee to find more about workshops, educational seminars, and fundraising events or to setup an initial consultation or a speaking engagement.  

Get to Know Dee

Learn More About Dee’s Services

About Clients

Professionals, executives, and small business owners who seek full-service financial planning and investment management services with investable liquid assets of at least $500,000, or a combined annual income of at least $250,000.

Retires and individuals who are within 5-10 years to retirement and seek assistance with development of retirement plan and guidance through the process of designing an estate plan with total assets of at least $1,000,000.

Dee’s ideal clients are not just those with the certain amount of assets. They are the ones who appreciate professional expert services, follow professional guidance, share common values, and enjoy a professional relationship that is significant and life changing.

Her clients are educated and well-informed, emotionally stable, pleasant, outgoing, active people, generally optimistic and hopeful about life. They care about the environment, their community, animals, family, and friends. They understand that we live in a global political and economic environment.

Dee’s clients understand the value of professional service and the important role professional guidance plays in ever increasing complexity and sophistication of financial products which are integrated into long-term financial and estate plans.

About Meeting Locations

Dee works in the Los Angeles Southbay and the West Los Angeles areas.

Please contact Dee to find a meeting location near you.

About Fees

Dee offers comprehensive financial and retirement planning services and wealth building and wealth management plans and makes her services accessible to all.

To serve more people and charge for her services in the most appropriate way in every given situation, Dee can work on both fee-only and fee/commission basis.

Please contact Dee to discuss services and plans that can help you meet your unique needs and the compensations methods available to you.