We tailor a holistic strategy unique to your goals and dreams
Today’s access to an overwhelming amount of information may confuse as much as it informs, particularly when it comes to investing. By asking you the right questions we help you navigate the complex maze of choices and devise a customized strategy based on your current financial position, goals, and opinions on risk.
We have built a systematic approach to analyze your objectives and risk tolerance. Then we utilize sophisticated planning to match those parameters with liquid investments that can grow and protect your assets. This is an essential pillar of our process. Being a part of Oppenheimer means we are not tied to any proprietary products and can access a wide range of investment tools to fit your needs.
We strive to give you exceptional service that is proactive, thoughtful and personalized. As your needs change we learn and adapt. Accountability, to ourselves and to you, is of paramount importance. Simply put: We do what we say we are going to do and give it to you straight, even when that may involve a difficult conversation. The trust we have and hope to earn is our most important asset.
| 2024, 2025 Best-in-State Wealth Advisors Forbes | Shook Research |
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| 2025 Top Regional Advisors Under 40 Financial Planning |
620 Newport Center Drive
Suite 1000
Newport Beach, CA 92660
10880 Wilshire Boulevard
24th Floor
Los Angeles, CA 90024
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