We serve as fiduciaries to make sure you make informed financial decisions that are in your best interest.
Think of us as your "Personal CFO", we will work closely with you to develop strategies that will best FIT your goals.Our Process
You're Our #1 Priority
Our client-focused approach is the secret to our longevity. We're ready to work with you at every juncture in life.Our Services
Our committed financial professionals are ready to serve you, your family and/or your business.Meet The Team
Our firm was first planted in Cerritos, California in 2005 specializing in insurance and general retirement planning. Thereafter, we relocated to Fullerton, Orange County in 2007 and expanded our services to include fiduciary investment services, tax planning and comprehensive financial planning. To date, through our client-centric service model and working with many community organizations and business professionals, we have become a thriving referral-based practice.
Since 2016, we permanently rooted our firm & TEAM in the City of Placentia, with our own free-standing building right off the 57 Freeway & Orangethorpe Ave., formerly known as the Better Business Bureau building.
Our Shared Vision
Be the best honest choice for those seeking competent and independent financial professionals.
Empower and work actively with our clients to make sure their financial goals and values are in alignment and are ultimately achieved.
We are driven by our stewardship to put clients first, treat everyone with respect, be caring, embrace diversity, family, and faith, and strive for excellence in everything we do.
Our Informational Resources
Want More Information?
Whether you have questions, need advice, or want to discuss your financial goals, we are here to help! Please provide your email and any questions you have, and one of our dedicated team members will follow up to schedule a consultation.
You can also call us at (888) 912-PLAN.