CONNECT

Address:

500 E. Esplanade Drive, 3rd Floor, Ste. 333
Oxnard, CA 93036

Phone:

(805)436-0333 /(888)362-5660

Fax/Other:

(805)278-0122

Our Qualifications

Todd Beguelin (Branch Manager and Meridian Private Wealth Management, Inc. President) has spent his working career helping people reach important life goals. He has over 33 years of investment planning experience. He understands that because many people regard investment planning as complex and confusing, they may often miss out on many potentially rewarding financial opportunities, take unnecessary risks, and fail to adequately protect their assets.

Todd established Meridian Private Wealth Management, Inc. in 2005 with the goal of becoming his client's trusted advisor by taking the mystery out of investing, defining goals, recommending strategies, managing risk, preparing for retirement, and preserving wealth.

By making the investment planning process easier, he seeks to establish a long and trusted advisor relationship with his clients. Prior to starting his own practice, Todd worked for a major wirehouse as a Vice President and Assistant Branch Manager.

Annabel Rios joined Meridian Private Wealth Management, Inc. in 2005 and serves as a Senior Administative Associate. Her 17 years of experience in various administrative positions while at the same major wirehouse, and over 25 years of customer service, make her well suited for managing the daily complexities of the investment practice's back-office processes and client assistance.

In 2005 Todd also brought on Andrea Beguelin as a Marketing Associate. Andrea has a Masters Degree in Elementary Administration and over 30 years of teaching experience; as Todd looked to grow his business, increase customer service, and provide Notary services, Andrea was a natural fit.

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FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals