Greetings! Welcome to Please take a moment to look around. We highly value personal finance education, so we have created a website that is full of financial resources. You will find a host of information, including various calculators, articles, 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 Check back often, because we're constantly adding new material! If you have a specific question or want more information, click on Contact Us, send us an e-mail message at, or call us at (818) 476-5262.

I look forward to corresponding with you!