San Carlos Office
1150 White Oak Way
Financial services is defined as a federal critical infrastructure sector by the U.S. Department of Homeland Security, Cyber security & Infrastructure Security Agency. This means the work we do is essential to the economy and we are able to continue business.
We, and our broker/dealer LPL Financial, will continue to operate and will be able to provide you with the support and service you can always expect from us.
Financial goals are as unique as we are as individuals, so why do so many financial services firms mass produce cookie-cutter financial plans? Life continues to change and evolve, shouldn't your financial plan?
To have a successful strategy that targets your specific goals, you need holistic, personalized planning that navigates through life transitions. The plan keeps you on track towards achieving your personal objectives whether the life event is planned or unplanned.
Our team members are committed to giving great service and appreciate the value of what we do for our clients. We have a servant's heart and we value each of our different skill sets, which include Certified Financial Planner, Certified Divorce Financial Analyst, Chartered Financial Analyst, Insurance specialist*, and healthcare supervisor.
Over 94% of our clients come to us by word of mouth, and we are proud to have grown our business this way. It speaks to our clients’ satisfaction with our services and guidance. We invite you to come see why we still run our business by referrals.
*CA Insurance Lic #0C51045