Broker Check











FAMILY FINANCES
_______

Ensure your legacy is planned and protected. We can help you navigate the complexities of
organizing wealth for future generations.

  • Multigenerational Tax Planning
  • Charitable Foundation Strategy


Maybe one of the biggest senses of satisfaction and pride comes from knowing that you’ve secured your family’s financial future. Let’s work together to establish a plan that ensures your loved ones are taken care of the way you care for them.



Multigenerational Tax Planning
Create a foundation of wealth that extends deep throughout your family tree, ensuring generations to come will benefit from your success and forethought.

Charitable Foundations Strategy
Further your philanthropic goals with an organized wealth-distribution strategy, and continue your legacy for generations to come.



Los Alamitos Office
4622 Katella Ave., Suite 202
Los Alamitos, CA 90720
(562) 296-8461 Phone
(562) 296-8464 Fax

Orange Office
631 E. Chapman Ave.
Orange, CA 92866
(714) 289-2123 Phone
(714) 289-0587 Fax

Norco Office
1791 Third Street
Norco, CA 92860
(909) 295-3107 Phone
(909) 614-7706 Fax

Beverly Hills Office
8383 Wilshire Blvd., Suite 600
Beverly Hills, CA 90211
(323) 965-6300 Phone