CHRISTOPHER R. CAIRA*, CFS
Chris joined FMC Financial Group in 2002, He specializes in Asset Protection Strategies, Tax Minimization Strategies, and Retirement Planning.

Chris has been recognized for several outstanding achievement awards in the firm. He is committed to helping his clients achieve their financial goals for themselves, their families, and their businesses by providing them with strategies for asset accumulation, preservation, and transfer.

Chris graduated from California State University, Fullerton with a business-emphasis in Marketing and Finance.

CA Insurance License #:0D92642

*Christopher Caira is a registered representative of, and offers securities through MML Investors Services, Inc., member SIPC.  Supervisory office: 4695 MacArthur Court, Suite 1000, Newport Beach, CA. 92660.  Tel (949) 660-1717

MICHAEL ROTHMAN*, CFP® CMFC

Michael joined FMC Financial Group in 2000. He focuses his practice on high net worth businesses and individuals in both Orange and Los Angeles counties, providing his clients with advanced plans for the tax-efficient accumulation, protection and transfer of wealth.

Michael has an in-depth understanding of asset management strategies, portfolio allocation and mutual fund selection. He has earned both the 'Chartered Mutual Fund Counselor' (CMFC) and 'Certified Financial Planner' (CFP®) designations.

Michael began his career at Prudential Financial Planning Services where he qualified for the prestigious Million Dollar Round Table, an organization of the top insurance and financial professionals, in 1999 and 2004.  He graduated cum laude from the University of California at Los Angeles with a B.A. in Political Science with a Business Administration emphasis.

CA Insurance License #:0C16088

PRODUCTS AND SERVICES
FMC Financial Group offers a full range of services to help clients identify and realize their financial goals. Our services include:
Estate and retirement analysis
Investment* and portfolio analysis
Pensions and employee benefit plans
Disability income insurance analysis
Executive compensation and business insurance plans

Our strategy is to recommend products and programs based on a clear understanding of each client's individual needs, means, goals, temperament, and willingness to handle risk.

PERSONAL PLANNING

BUSINESS PLANNING

INVESTMENT AND PORTFOLIO ANALYSIS

YOUR ONE SOURCE FOR ALL YOUR PLANNING NEEDS
Wealth Management Solution allows you to see all your portfolio’s elements in one place for maximum control of your financial future. Wealth Management Solution automatically organizes your investments, insurance, estate plan, bank accounts and other financial instruments, so you can see in a glance how you’re doing – and what more you may need to do to help you achieve your personal financial goals!

With Wealth Management Solution, you can:
Monitor your portfolio’s financial performance on a daily basis!
Continuously measure your portfolio’s performance against your financial objectives!
Receive automatic alerts when Wealth Management Solution detects a problem – or discovers an opportunity!
Share data with your FMC Financial Group Representative via computer to receive real-time input without leaving the comfort of your home or office!

Knowledge is power. Consult your Wealth Management Solution account often to monitor portfolio performance.

  Wealth Management Solution: Client Web Link

*Michael Rothman is a registered representative of, and offers securities, investment advisory and financial planning services through MML Investors Services, Inc., member SIPC.  Supervisory office: 4695 MacArthur Court, Suite 1000, Newport Beach, CA. 92660.  Tel (949) 660-1717

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Copyright © 2005
FMC Financial Group
Tracking # 047940-001

FMC Financial Group • 4695 MacArthur Court Suite 1000 • Newport Beach CA 92660 • 949-660-1717 • Fax: 949-660-1991