CaMu Financial

A Board Member of The Society of Certified Retirement Financial Advisors, CaMu Financial’s Dr. Rafeek Mikhail decided to create an outlet to provide clients with the same kind of diligent, innovative, dedicated financial counsel that he wanted his own family to receive. Following this inspiration, Dr. Rafeek Mikhail established CaMu Financial & Insurance Services, Inc., which has provided assistance in estate and retirement planning since 2006. CaMu Financial’s team operates from offices in Santa Clarita, California. CaMu Financial can be contacted by e-mail at info@camu.biz or over the phone at 877-368-6464.

Following the vision of the firm’s creator, CaMu Financial’s staff strives to safeguard retirement funds that will provide clients with a secure livelihood for the rest of their lives. With a special eye for opportunities created by modern tax laws, CaMu Financial’s experts offer a slew of investment products in an effort to prevent retirement funds from becoming subject to drastic income tax charges. CaMu Financial’s other strategies assist clients in minimizing or eliminating estate taxes. To provide each client with a set of services tailored to the situation, CaMu Financial’s team offers educational materials regarding the many possibilities within the realms of estate and retirement planning.

After suggesting an approach, CaMu Financial advisors also aid clients in choosing from among relevant options. CaMu Financial’s educational services come directly from Dr. Rafeek Mikhail’s commitment to helping individuals understand how to take control of their finances to secure their futures. Dr. Mikhail offers a number of training workshops, which provide specialized lessons for specific audiences. For instance, one set of courses addresses the concerns of single women. Another set appeals to seniors. When away from his duties as owner and Chief Executive Officer of CaMu Financial, Dr. Mikhail teaches Sunday school and assists one of the mentoring programs run by Coptic Orthodox Youth Today. Dr. Mikhail also serves as a coach to young soccer players.