980 Pico Point
Our team has been everywhere … all the way from retail to Wall Street, small business, Fortune 500, for-profit, and non-profit. Our professional staff includes an MBA, J.D., Certified Financial Planner, an FPQP, a customer retention expert, and over 60 years of industry experience. We have special expertise in small business owners, business succession planning, college and retirement planning, and real estate. As fee-only Registered Investment Advisors, we are committed to providing unbiased and personalized solutions that help you accomplish your goals.
President / CEO
Portfolio Manager, Manager Financial Planning
Client Service Manager
Associate Financial Advisor