Our Qualifications

I have been an investment professional for over 30 years. I have a Masters of Business Administration (MBA) from the University of California at Irvine and an undergraduate degree in Economics from the University of Southern California, graduating near the top of my class from both universities.

The focus of my practice has been on assisting "pre-retirement" individuals build up their net worth and plan for retirement. Additionally, I specialize in helping those that have retired keep what they've earned over the years while planning for capital preservation.

I believe the most important ingredient in any relationship is TRUST. I insist on open communications and providing the service and care that I would expect to receive from a financial professional.

A strong endorsement of my practice comes directly from my clients. Over 90% of my new clients come to me by way of referrals. This speaks volumes to the issues of client satisfaction, loyalty and a commitment to partnering with someone who is proactive to financial management, service and customized planning.