SFS Chamber

Financial Planning

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Tax and Financial Group

Business Transition Strategies, Tax Efficient Business Planning, Employee Benefits, Long Term Care, Life Insurance, Retirement, Disability, Investments, Exit Strategies, Key Employee/Executive Plans

4001 MacArthur Blvd., 3rd Floor

Newport Beach, CA 92660

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(949) 223-8411

Nexus Square

we provide outsourced accounting, analytics as well as customized advisory services for startups and private equity firms. We implement integrated cloud-based solutions to create low overhead

14515 Valley View Avenue, Ste. A

Santa Fe Springs, CA 90670

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(562) 921-9300

New York Life Insurance Company

Life is full of ups and downs. With some planning you can help smooth out the bumps along the way. I can show you life insurance and financial products that can help. Contact me to get started.

801 N. Brand Blvd., Penthouse Suite

Glendale, CA 91203

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(323) 893-1222

Stifel

300 North Lake Avenue, Ste. 900

Pasadena, CA 91101

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(626) 564-0311