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Financial Advisor serving Orange County, California and investors throughout the United States. We offering the following services: Financial Planning, Retirement Planning, Investment Advice, IRA Rollover, Wealth management, Portfolio management, Insurance needs analysis, Income Tax analysis, Estate Plan analysis, Business planning. We serve clients such as pension plans, IRA’s and individual investors whose investment and retirement accounts total $500,000 and greater and who are looking to delegate investment decision making so they may attend to their busy schedules. Our current clients include retired investors,, physicians, veterinarians, dentists, software developers, business owners. We can help make important decisions regarding IRA Rollovers, Income investments, tax savings and estate planning. We also teach financial classes such as Rescuing Your Retirement, Financial Independence for Women and Retirement Plans for Small Business Owners. We manage investments and portfolios for Defined Benefit Pension Plans, SEP plans (Simplified Employee Pension),401K plans, 403B plans, 457 plans and advise clients on best mutual fund choices.
