360 North Pacific Coast Hwy,
Suite 2000, El Segundo, CA 90245
Office: 310-737-8266

Who We Serve

In short, we cater our services to busy Gen-X and Y professionals

I understand what busy professionals go through. My wife and I have been working in our respective industries for the past 19 years. I started my career back in 1999 working in the banking industry and worked in all capacities under the finance umbrella – banker, trader, analyst, researcher, consultant, advisor, and now a planner. It has been a few years since I’ve left behind the corporate setting, but my wife who started her career about the same time working in the marketing industry, now Vice President at a major advertising firm, still works 60 hours a week and barely finds the time to eat, let alone the time to manage her finances.

Again, I know what busy professionals go through and what they are capable of: they have the know-how, but they lack the time and the energy to act.

As they say – It takes one to know one.


Otium Awaits

If you're ready to start a conversation about your financial life, schedule a complimentary introductory meeting with us today!