880 Apollo Street
Retirement Strategy 101 (VIRTUAL WORKSHOP)
Attend a VIRTUAL two-day workshop at Loyola Marymount University Extension or El Camino College on retirement, planning and strategy.
Course topics include ROTH IRA conversions, tax policy, life planning in retirement, cash flows, social security and much more.
Financial Stability Starts Here
Holistic financial strategies tailored to your goals
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.
We create financial strategies tailored to your goals.
Years of experience have prepared us to guide you through your life transitions.
We believe values matter, and we live by ours every day.
RETIREMENT PLANNING TODAY - Loyola Marymount UniversityWednesday February 9 & 16, 6:15p.m. - 8:30p.m.
RETIREMENT PLANNING TODAY - Loyola Marymount University:Saturday February 5 & 12, 9:00a.m. - 11:30a.m.
REJUVENATE YOUR RETIREMENT Ages 65 to 75 - Loyola Marymount University: COMING SOON 2022
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.