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<sup>What We Do</sup>We Believe In Your Right To Retirement On Your Terms.

What We DoWe Believe In Your Right To Retirement On Your Terms.

We are dedicated to supporting your financial goals with personalized financial services that are based on a “protection first” planning approach. The focus of this approach is on getting to know you, your financial goals and your objectives for retirement.

Once we know your vision for the future, we can help you understand your risk tolerance and time horizons to help you become more financially confident, and to help us create a wealth management strategy that fits your financial goals and retirement dreams.

We Are Dedicated to Helping You Navigate the Complex World of Finance

We Are Dedicated to Helping You Navigate the Complex World of Finance

Steven's passion for helping his clients create plans to enjoy the fruits of their labor, with comprehensive wealth management strategies and solutions, stems from his upbringing where his family's values of hard work and taking care of each other's needs were embraced. Steven began working in his family's business of wealth and tax planning with his mom and stepdad as a young teen, which gave him the values and drive to become the first college graduate in his family. Steven continued his post-graduate studies through UCLA to obtain his Certified Financial Planner™ designation (CFP®).

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