Retirement Planning, Financial Planning, Life Insurance, Business Succession Planning, Estate Planning, and Asset Management in Brea, CA

As a Financial Advisor with LPL Financial, a Registered Investment Advisor, I can provide you with a plan to help you pursue your financial goals.


I enjoy helping my clients with: 

Please use my web site as a resource. For additional information or to schedule a meeting, do not hesitate to contact me by email at

Thank you for your interest.

Local office at 19761 Majorca Lane, Yorba Linda, CA 92886-2819