As an Enrolled Agent and Investment Advisor Representative I have a deep understanding of both tax laws and investment markets. This unique background helps me take your financial goals and craft a customized financial plan that is both tax efficient and well diversified.
We work to develop strategies and personalized solutions to help you pursue your short and long term financial goals. Although our approach is flexible and completely tailored to your unique situation, we follow a process that has worked time and time again for our clients.
1) Understanding your financial and life goals - through an interactive meeting we get to know each other and what you are looking to accomplish.
2) Developing a strategy - Next, I analyze and evaluate the information you provide to develop sound solutions.
3) Implementing solutions - We develop a customized solution designed to help accomplish your personal goals and objectives.
4) Monitor your Plan and Portfolio - We meet periodically to review and monitor your personal situation to determine that you are on track to meet your personal goals.
Bachelor of Arts, USC
Certified Financial Planner, College for Financial Planning, Denver CO
Enrolled Agent, United States Treasury Dept, Licensed all States
27 years experience in the Investment and tax profession
Married 30 years to my wife Patricia, three children: two of whom are in business with me. My son Sean, an Enrolled Agent and a Registered Representative and my daughter Danielle, an Enrolled Agent. My third child, Michelle, is a photographer and currently achieving a degree in organizational leadership.
Member of the La Mirada Rotary Club
Member Kindred Community church
Member of the Magic Castle, Hollywood CA where I maintain a regular performing membership.