My hope is that you find something on this website that helps you. Thank you for visiting us here and may your search for answers be fulfilled. Allow me to remind you that finding answers to problems is a lifelong exercise. No sooner do we solve one problem in our life than another one pops up. Never give up and we sincerely hope that we can be of service.
Integrated Real Estate, Tax, Legal, & Financial Planning
I am an independent advisor, and for over 20 years I have helped a set of select clients with their total wealth management needs.
At age 7 my family and I immigrated to the US in 1957. Along with my parents and siblings we numbered a family of 9. My father worked two jobs to make ends meet. I have never forgotten the efforts my parents made to make a new life for us in America.
In 1996 after passing the California State Bar exam I opened my Estate Planning law practice in Walnut Creek, CA.
Here I quickly realized that effective Estate Planning required knowledge of all the sub-disciplines that comprise a person’s estate:
investments, real estate, taxes, retirement, insurance, inheritance, pre-marital and post-marital agreements, charitable giving and much more.
To that end, I continued my education and now hold licenses as an Attorney, an Investment Advisor and a Real Estate Broker. My competencies and years of experience offer the breadth of knowledge necessary to maneuver through an increasingly complicated legal and financial landscape. This allows me the privilege of acting as your fiduciary.
The letters (ETP) represent my certification as an Estate Transition Professional®.
To your health and well-being,
Our Company Mission
To provide Holistic Advisory Services that include Financial, Legal and Real Estate expertise.
Our mission is to provide ETP Clients with a complete analysis of their objectives, goals, and tolerance of risk resulting in a single plan of action for today. In addition, we review and provide continued analysis resulting in appropriate changes to that investment strategy over time.
- We value relationships with real people.
- We help people navigate life’s changes with confidence.
- We empower people to take control of their future and economic growth.
The market changes. Life changes. Our commitment to your investment goals doesn’t.
Get In Touch
There are no stupid questions. If you seek answers, let us help.