Greetings! Welcome to Please take a moment to look around. On this site you will find a host of information, including various calculators, articles, and newsletters and videos, all designed to acquaint you with the financial services arena and help you better plan for your financial needs. Whether you are looking for retirement planning, estate planning strategies, financial analysis, college funding strategies, or life and disability insurance, we can help.

Although I am an LPL financial advisor to clients all over Southern California as well as out of state, I serve many clients particularly in the following cities: Burbank, Glendale, Pasadena, La Canada, San Marino, Arcadia, Beverly Hills, Studio City and Encino.

For more information on me and my approach to financial planning, please click here for my personal introductory video.

(PLEASE NOTE: The video loading time may be approximately 15 seconds with a standard high speed connection. The file size of the video is 25 MB and uses H264 encoding, which is playable on Apple Quicktime or Windows Media Player.)

Thank you for visiting Please don’t hesitate to contact me with any questions. I look forward to speaking with you!