Our Qualifications

We have been working with individuals and businesses in the area for over sixty years. We are the oldest financial services firm in the San Fernando Valley, established in 1951. Our associates currently have over 60 years combined experience.

Each of our associates has extensive personal and professional experience in the areas of financial and estate planning providing our clients with professional advice in these areas.

We hold many various professional designations showing our commitment to our clients. We are licensed to provide a variety of investment and insurance products to our clients as well as providing fee based investment management and advice. We pride ourselves on giving our client objective information to assist them in pursuing their goals and objectives.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances and the achievement of your goals.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more independent financial future.

We are independent which means we represent you and not any investment company, bank or insurance company. We pride ourselves on our objective outlook into financial and insurance products.