550 West Orangethorpe Avenue
Values Drive Goals
We respect your values and build upon them to accomplish your financial goals.
We serve as fiduciaries to make sure you make informed financial decisions that are in your best interest.
Personal Finance Is More Personal....
Honesty, integrity, and trust are the cornerstones of our practice and everything we do.
Think of us as your "Personal CFO", we will work closely with you to develop strategies that will best FIT your goals.
Our client-focused approach is the secret to our longevity. We're ready to work with you at every juncture in life.
Our committed financial professionals are ready to serve you, your family and/or your business.
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 VisionBe the best honest choice for those seeking competent and independent financial professionals.
...MissionEmpower and work actively with our clients to make sure their financial goals and values are in alignment and are ultimately achieved.
...ValuesWe 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.
The novel coronavirus (COVID-19)’s effects on the financial markets has caused many people to question their investment strategy. Use this ebook to stay focused on your investment goals during challenging times.