President, Financial Advisor559-408-7439
01. About Us
We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.
02. Our Philosophy
As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.
03. Our Process
A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.
Vice President of Business Development559-408-7439
Director of Operations559-408-7439
We manage assets for individuals and families, providing investment management, and financial planning services.
Here is the list of courses I completed for the CPM credential (which is pending an NYU program now rescheduled for September): 1. Code of Ethics ACPM Code of Ethics and Professional Conduct 2. Financial Advisory Introduction to Asset Management Investing in Bonds Treasury Inflation-Protected Securities Investing in Equity Investing in Money Market Instruments Exchange-Traded Funds Exchange-Traded Funds - Types Liquidity Risk Equity Risk Introduction to Performance Measurement Separately Managed Accounts ESG Investing 3. Financial...
It's been a busy year, but I have continued to develop my professional knowledge to better serve our clients. 1. This week, I finished up the online/distance educational component for the Certified Portfolio Manager (CPM®) designation. I started this program last December but then deferred when the medical needs for my dad became too time-consuming (and I actually wouldn't be able to attend the final week-long capstone.) This entailed 55 online mini-courses that were expected...
As we encounter another downswing in the ongoing bear market, it’s only natural to be concerned and ask questions. Here’s where we are at the moment: using the S&P 500 as a measure, the markets are down 22 percent from the peak at the end of last year, and just under 14 percent from the end of the most recent rally in August. This year, there have been four drops and three rallies. We’re down...