Financial Planning & Services
Hours:
M-F 9am - 4pm and by appointment.
Driving Directions:
8383 Wilshire Boulevard. NW corner of Wilshire & San Vicente. Enter on San Vicente or Gale Dr.
I am a financial advisor with fourteen years of experience in helping investors reach their goals. In 2005, I launched my career in wealth management at Merrill Lynch in Beverly Hills. I serve as a partner and mentor to my clients, guiding them through life events and investment decisions, so they may have confidence in their future.
Over the years, I have travelled to 39 countries on five continents including all four 'BRIC' (Brazil, Russia, India and China) nations. Combined with