California Life Insurance License
Contact detailsPhone: 310.938.7372
Branch Office: Orange, CA
To be a successful investor and achieving your financial and retirement goals requires 3 things:
1. The right plan
2. The right vehicle
3. The right coach
“No airplane can take off without a flight plan; no ship can sail without a plotted course- and no household/family can contemplate a successful financial journey, especially across more than one generation, without some sort of comprehensive financial, investment and estate plan. No one actually plans to fail financially, its just that most people fail to plan.”
— Nick Murray, Adviser to the Advisers
The Plan and The Vehicle
Planning is almost always less complicated and easier to do than people expect. We start the conversation with creating your wish list of hopes and dreams: what you would like to accomplish financially, for yourself and for the people you care about. Then we go over your baseline data: where you are currently financially to figure out where you are starting from.
We then take out the calculator to figure out the best strategies and financial vehicles available that is most uniquely suitable to your situation in order to turn hopes and dreams into concrete financial goals.
I value lifetime client relationships. I can promise you that, throughout all of the years and even decades that we will work together, you will never find another advisor who will care more about you and your family, or who will be more deeply committed to the realization of your goals and dreams. I promise to regard your finances as carefully as I do my own, because I know that your family’s future is every bit as sacred to you as mine is to me.
I value honesty and integrity, the cornerstones of business and personal relationships. I commit to always tell you the plain, unvarnished truth all the time, especially when you may not want to hear it!
And if you ask me a question to which I don’t know the answer, I promise to always say “I don’t know the answer” and then move heaven and earth to get it for you. In addition, I will never, never, never tell you I can do something I can’t, nor will I promise to do something, and then not do it.