As an Enrolled Agent and Investment Advisor Representative I have a deep understanding of both tax laws and investment markets. This unique background helps me take your financial goals and craft a customized financial plan that is both tax efficient and well diversified. 

 
We work to develop strategies and personalized solutions to help you pursue your short and long term financial goals. Although our approach is flexible and completely tailored to your unique situation, we follow a process that has worked time and time again for our clients.  

• Understanding your financial and life goals - through an interactive meeting we get to know each other and what you are looking to accomplish. 
• Developing a strategy - Next, I analyze and evaluate the information you provide to develop sound solutions. 
• Implementing solutions - We develop a customized solution designed to help accomplish your personal goals and objectives. 
• Monitor your Plan and Portfolio - We meet periodically to review and monitor your personal situation to determine that you are on track to meet your personal goals. 

Education: 

• Bachelor of Arts, USC 
• Certified Financial Planner, College for Financial Planning, Denver CO 
• Enrolled Agent, United States Treasury Dept, Licensed all States 
• 40 years of experience in the Investment and tax profession 

Personal: 

• Married 43 years to my wife Patricia, three children: one of whom is in business with me. My son Sean, an Enrolled Agent and an Investment Advisor Representative. 
• Member Kindred Community church 
• Member of the Magic Castle, Hollywood CA where I maintain a regular performing membership.