We are a team working within an RIA based in Los Angeles, currently managing portfolios and providing financial planning to clients. We are fiduciaries, and our client accounts are custodied at Schwab and Fidelity. With our firm's size, we have quite a few ways to get the best and most effective pricing for portfolios, and review many "alternative" investment opportunities for them as well.
Drilling down to our specific team, we're comprised of 4 members: Senior Partner, Advisor (myself), Associate Advisor, and Registered Associate. Partner and I are both CFPs, Partner has Master's degree in Financial Planning and I am CFA.
Currently looking to chat with those who may be looking to sell practice, or merge with the ideal of creating a succession plan as retirement nears.

Last Activity
within 6 months

Business Data

Blurred Charts

Clearing Firm / Custodian


Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities


Insurance Business


Technology Solutions


CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred