1062 Cass Street
To provide a truly customized and stringently researched strategy that positions each client for success in reaching their personal financial goals.
By following our mission, we envision our clients and many generations of their families, living confidently knowing they've planned for their financial future.
Rigorous research and financial planning are at the core of our investment philosophy. We turn over every rock for any company or risk management solution we suggest for your wealth management strategy. As your personal advisors, we would never suggest something to you if we would not be comfortable doing the same for ourselves. We don’t look at your accounts once a month, we diligently monitor them, and we know what your investments are doing every day and, in every market, and economic environment.
We treat every client like family, we have the best interests of each and every one of them in mind.
We address the building of your customized wealth plan from a “discretionary money management” standpoint. This means we get to the granular level in our research and understanding of each holding you have and how they affect the overall portfolio and the overall strategy for you and generations to come.
Larry studied at UCLA, earning a Bachelor of Science degree. He became a Financial Advisor in August of 1981 and has specialized in portfolio management using a value/out of favor discipline.
Marian studied at CSU Fresno, earning a Bachelor of Science degree. She also completed the Intensive Accounting Program at USC and spent twelve years in the management accounting field prior to becoming a Financial Advisor in 1999. In...
Scott studied at California Polytechnic State University in San Luis Obispo earning a Bachelor of Science in 2001. He earned his Certified Financial Planner ® designation May of 2006 and has integrated these comprehensive skills...
Registered Client Service Manager & Operations Director
Christina has over 22 years of experience as a Senior Client Service Associate. She started her career in the investment industry in July of 1998, fresh out of high school. She has earned several awards as the top-ranked and recognized...
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.