16755 Von Karman Ave,
Our first priority is helping you take care of yourself and your family. 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.
I know the value of building relationships of mutual trust and respect. When I work with you, my goal is to empower you with the knowledge and tools to make well informed financial decisions.
I can help you through your challenges and want to be with you to celebrate your successes.
I provide comprehensive financial planning for Families and Business owners, focusing on Technology companies, Physicians and Dental practices in terms of setting up their Retirement plans including 401(k) plans and Defined benefit...
Client Experience Manager