Office One

19925 Stevens Creek Blvd.

Suite 100

Cupertino, CA 95014

Office Two

1922 The Alameda

Suite 219

San Jose, CA 95126

At our firm, we have the client—and only the client—in mind.

We repeatedly see many friends and family struggling to find the help they need to map out their financial future.  We can help people prepare for the future. We believe in educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

We help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets unique attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives.

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.

We can help you address your needs of today and for many years to come. We look forward to working with you.

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