We recognize money touches every part of peoples’ lives and when people are financially healthy, they can better focus on what they do best- caring for those around them. We want you to feel secure through seen and unforeseen life events, to stay with careers you love without burnout, and to remain an active presence in your community. That is why my wife, helping as my Administrative Assistant, and I work to advise individuals and organizations that empower under-resourced communities (public employees, non-profits, and small business owners primarily). Our work takes the form of retirement plans, employee benefits, financial planning, and staff education.
California Insurance License #: 2127440