Philosophy

Our company was founded upon principles of KNOWLEDGE, EXPERIENCE, and TRUST. Our clients’ goals and objectives are our priorities. We are in the business of building long term, solid relationships that are based upon trust and quality client service.

Our staff and networking team are professionals with a "hands on" approach to financial planning. Wealth accumulation and preservation is much more than just making investment selection. Tax planning, estate planning, and risk management are among the area often incorporated into a client’s comprehensive plan. We are dedicated to providing sound guidance, expertise, and customer care in every aspect of our clients’ financial plan.


Emmy recently had the pleasure to appear on CCN Sunrise!, San Gabriel Valley's newest morning news program. Here's a short clip where Emmy reviews the five most common mistakes investors make.

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