Our aim is to provide objective advice and education in order to address your individual needs and goals. As you face various milestones and transitions throughout your life, our team will work with you and in your best interest. With a variety of service offerings, our team will help you pinpoint the details necessary to help you achieve financial independence.
We'll work with you to develop a plan that begins with your needs and addresses your lifestyle. Our client relationships are the backbone of our work, and we are truly grateful for the trust that is built. Through regular reviews, educational offerings and proactive communication, we look forward to working with you for years to come.
We'll work with you to develop a plan that begins with your needs and addresses your lifestyle. Our client relationships are the backbone of our work, and we are truly grateful for the trust that is built. Through regular reviews, educational offerings and proactive communication, we look forward to working with you for years to come.
Services
We strive to provide competent and prudent advice while delivering unparalleled service and valuable communication. With fiduciary principles in mind, we act in your best interest in order to address your questions and concerns. By offering a variety of investment choices, our goal is to help you find success based on your current lifestyle and changes you're willing to implement.
If you find yourself in a time of uncertainty in your life and are looking for guidance, we're here to offer our experience and knowledge to help build a future you can look forward to. To further assist you, we'll put together a financial plan that helps eliminate the guesswork and provide confidence in order to gain independence.
Michael is our CERTIFIED FINANCIAL PLANNER professional and provides holistic and client-centric planning for our clients. Michael has been in the financial planning business for 20 years and holds FINRA Series 7, 24, 63, and 65 securities licenses*, as well as a California life and health insurance license.
Our goal is to gain an understanding of where you are now and where you would like to be moving forward. As we get to know each other, we will develop a custom financial plan based on your needs. By our second or third meeting, our hope is that there is a mutual fit, and we can move forward in working together.
We chose to affiliate with Commonwealth Financial Network as our Registered Investment Adviser-broker/dealer. Since 1979, Commonwealth has enjoyed a stellar reputation among the financial advisors it serves. Commonwealth is extremely selective, turning away more than half of the advisors who want to partner with it.
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