Overview

We are a boutique wealth management firm located in the Willow Glen neighborhood of San Jose. I have been in independent practice since 1997. We believe in three pillars of wealth management: asset management, risk management and financial planning. If the right fit firm/advisor is searching for a good fit buyer who has the team, infrastructure, resources and capacity, we can be that solution. Our broker/dealer is Kestra Financial (formerly NFP Advisor Services).

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