Ashburn v. AIG Financial Advisors, Inc.

Opinion

RICHMAN, J.

Plaintiffs and appellants (appellants) are five former employees of Pacific Bell who took early retirement, with the option to take a pension or a lump-sum payment. All appellants chose the lump sum, persuaded to do so by respondent Sharon Kearney, with whom each appellant had significant interaction, having first learned of her from presentations made at the Pacific Bell premises. And all appellants came to be clients of Kearney, in connection with which they signed some documents — exactly what documents and how they came to be signed is the subject of vigorous dispute —…