Combining objective, comprehensive financial planning with long-term investment strategy, we work with individuals, families and small businesses to build, manage and preserve their personal wealth.
(310)209-8414 (310)424-5769 Fax
10513 Santa Monica Blvd Los Angeles , CA 90025-4907 -
MAP
We assist our clients in determining their unique path to achieving financial independence through comprehensive financial planning and wealth management.
Our focus is to work with individuals and small businesses to build, manage and preserve their personal wealth through the use of objective planning and a long-term strategic investment methodology.
Our services include, but are not limited to: comprehensive financial planning, asset allocation & investment management, risk analysis, tax planning, cash flow management and estate planning.
Our services include financial planning, investment management, asset allocation, risk management, tax planning, cash flow management, estate planning and more, all individually combined as appropriate to fit our client's needs. We recommend action exclusively for the benefit of our clients and, because we are not affiliated with any set of proprietary products, we are able to constantly seek the solutions that best support our clients’ goals.
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We have offices located in West Los Angeles and Woodland Hills.
Graduate Degrees
MBA, Finance & Accounting from NYU. PFP Designation from UCLA
College Degrees
BA, Economics from Brandeis Univerity, Boston, MA
Organizations
Member AICPA. Certified Financial Planner. CPA in NY State.
