100% Fee-Only.                                    - No commissions - ever!

No Proprietory Products.                   - No Employer Products to Push

Independent Custodian.                    - Wells Fargo Clearing Services

Education & Training.                        - BS, MS, MBA, JD, PhD, CFP®

Maturity.                                                - Experience

Independent Advice                             - No Broker Agenda

Well Respected Organizations.         - Garrett Planning Network                                                                                and NAPFA

What to look for in an advisor

Wealth Management

Ventura Coast

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A Good Advisor can make Investing

a Walk in the Park