• The habits you form here will be with you for the rest of your life.




  • Investing is not risky; NOT investing is risky.

  • Don't just look for a great opportunity; Try to capture an opportunity and make it great.

  • Behind me is infinite power, before me is endless possibility, around me is boundless opportunity. Why should I fear?

  • Nothing in life is to be feared. It is only to be understood.

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FIRM CLIENT PROFILE



We provide financial and investment services to a wide variety of clientele that consists of individuals and corporations, among whom we mainly serve seasoned business owners and real estate multi-unit property owners. The professions of the individual clients that we are currently serving include physician, attorney, pro-athlete, recording artist, law enforcement officer, politician, college professor, laboratory scientist, CPA, loan officer, Realtor, 500 fortune corporate executive & employee, engineer, and venture capitalist. The corporations that we serve span across high tech, retail, energy, real estate, sports & entertainment, manufacturing, and hospitality industries.

The clients have various account types with us including, but not limited to:

• Individual, joint and trust accounts
• Traditional IRA and Roth IRA, SEP and SIMPLE IRA
• Profit Sharing/Money Purchase Plans, 401(K) and 403(b), and individual K
• Coverdell, Education IRA
• Health Savings Account (HSA)
• Collateral and Pledge Accounts
• Estate
• Custodian
• Business (Corporation)
• Business (LLC)
• Business (Partnership)
• 529 College Savings Plans


Firm Philosophy | Firm Model | Firm Process | Firm Team




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1990 North California Blvd, Suite 830, Walnut Creek, California 94596.
11100 San Pablo Ave, Suite 210, El Cerrito, California 94530.


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