Tax-Free Income Investments
in Today’s Elevated Taxable Environment
Save on Taxes
Save for Retirement

Entire Presentation

Please join the investment
management group of TAMAR
SECURITIES, LLC, an independent
SEC-Registered Investment Advisor (RIA)
and United Retirement Plan Consultants
as they share their perspectives on these
two tax-shelter approaches to
investments and savings.

Wednesday, September 17, 2014
5:00 p.m.
Maggiano’s Little Italy
The Bellagio VIP Room
6100 Topanga Canyon Blvd.
Woodland Hills, CA 91367

Hors d’oeuvres and hot drinks will be served.

Seating reservations are limited to 40 attendees. Please RSVP at or call 818-914-7460.

Office - 818-914-7460
Fax - 818-914-7480
21031 Ventura Boulevard, Suite 1101
Woodland Hills, CA 91364

Amit Stavinsky

CEO,Managing Director and Lead Advisor

Amit Stavinsky is the Managing Director, and the Lead Advisor of the wealth management firm TAMAR SECURITIES, LLC.

A native of Israel, Amit has been an investment professional in the US since 1991. From 1996 to 2010, Amit served as an Executive Director of Investments and an Omega Portfolio Manager with Oppenheimer & Co., Inc. Before joining Oppenheimer in 1996, he worked as a Financial Advisor at Prudential Securities.

From 1982 to 1986, Amit served as a Lieutenant in the Israeli Air Force, performing various aviation intelligence assignments. Subsequently, he founded the Israeli Economic Monthly Review, a financial publication with a circulation of 20,000 that targeted institutional and high net worth readers. He sold this publication after moving to the U.S.

Amit describes himself as a top-down value investor who seeks to identify domestic and global companies in undervalued sectors which he refers to as "Super Cycles" that sell at deep discounts to both their respective and historical intrinsic values. Amit defines "Super Cycles" as undervalued sectors in the global economy that he believes are best positioned for "Long-Term Growth".

Amit graduated magna cum laude in Finance from Woodbury University. At Tamar Securities, LLC he holds the Uniform Investment Advisor Law Exam (Series 65). He is also licensed as an Agent for Life Insurance in the state of California.

Amit is an advisor to the Peace Works Foundation and a frequent speaker at professional entrepreneurial events in the Los Angeles area.

Vice President and Regional COO
United Retirement Plan Consultants


David W. Strom, QPA, QKA (Vice President and Regional Chief Operating Officer) leads the Los Angeles office with his passion for excellence and service. He has over 20 years of experience designing, administering and consulting on retirement plans for his clients in Southern California. David is a member of the American Society of Pension Professionals & Actuaries (ASPPA) and has the Qualified Pension Administrator and Qualified 401(k) Administrator designations. He attended UCLA where he graduated Summa Cum Laude.

Associate Vice President and Regional Sales Consultant
United Retirement Plan Consultants