We believe that the most valuable asset our clients have is their time. To save the time and money spent on the commute, we provide flexible virtual meeting option for our busy clients like you. It also gives us the ability to serve you wherever you are.

We understand that some clients still prefer in-person meeting. Besides our El Segundo location, we also partner with a leading co-working space company to provide flexible professional meeting option in Downtown Los Angeles, Pasadena, and Santa Monica. 

The National Association of Personal Financial Advisors (NAPFA) defines a Fee-Only financial advisor as one who is compensated solely by the client with neither the advisor nor any related party receiving compensation that is contingent on the purchase or sale of a financial product. (Source: NAPFA)

In other words, we do not receive any commissions by selling products. We only get paid by providing independent and objective advice with minimal conflict of interest to our clients.

A Registered Investment Advisor is an advisor or firm engaged in the investment advisory business and registered either with the Securities and Exchange Commission (SEC) or state securities authorities.

Registered Investment Advisors have a fiduciary duty to their clients, which means they have a fundamental obligation to provide suitable investment advice and always act in their clients' best interests. (Source: Investopedia)

The CFP Board defines financial planning as “a collaborative process that helps maximize a Client’s potential for meeting life goals through Financial Advice that integrates relevant elements of the Client’s personal and financial circumstances.”

“Relevant elements of personal and financial circumstances vary from Client to Client, and may include the Client’s need for or desire to: develop goals, manage assets and liabilities, manage cash flow, identify and manage risks, identify and manage the financial effect of health considerations, provide for educational needs, achieve financial security, preserve or increase wealth, identify tax considerations, prepare for retirement, pursue philanthropic interests, and address estate and legacy matters.”

(Source: CFP Board)

Investment management is only one piece of the comprehensive financial planning process.

Click here to download a free copy of “Consumer guide to financial planning” from CFP Board.