- Fee-onlyno commissions
- No account minimumfor investment management
- English & Spanishnatively
- Accepting new clientsIn person in Norwalk or by video
- Fiduciaryin writing, always
- DFPI-registeredCRD #311270
- In business sinceDecember 2020
- Free 15-minute callno obligation
Call or text
Monday to Saturday, 9am–5pm, by appointment. If we’re with a client, we call back the same day. Closed on public holidays — though a text still reaches us, and we answer when we can.
Book a time
Evening appointments are available by video — Zoom or Google Meet — when the working day is not workable. Call, text or email and we will find one.
For documents or questions that don’t need a call. We reply within one business day.
Visit — by appointment
12838 Rosecrans Ave
Norwalk, CA 90650
Between Pioneer and Studebaker, minutes from the 5 and 605. Parking on site. Please call first — the office runs by appointment, so a walk-in may find us with a client or out.
What to expect from the first call
- You talk, we listen. What's going on — a CalSavers notice, a job change, a first account, a pension election. Organised or not.
- We tell you what we see. Plainly, including "you don't need us for this" when that's true.
- You decide. No follow-up pressure. If it's a fit, the next step is a longer meeting; if not, you leave with more clarity than you came with.
If you live outside California
Ask anyway. We are registered in California and our principal office is in Norwalk, but most states let an adviser with no office there work with a small number of residents without registering in that state, and we operate inside those limits on purpose rather than by accident. The rules differ state by state, and a few are stricter than the rest — so the honest answer is that we have to check yours before we can say yes. Tell us where you live in the first message and you will get a clear answer on the first call, not three emails later.
What to bring (if anything)
Nothing is required. If you want to make the time count: a recent pay stub, account or 401(k) statements, your pension statement if you have one, and your questions. For business owners — your CalSavers notice and a rough headcount is plenty.
¿Prefiere hablar en español? Toda la conversación puede ser en español — la llamada, las reuniones y los documentos que preparamos para usted. Llame al (657) 571-2607.
Finding the office
Open the office address in Google Maps. On Rosecrans Avenue between Pioneer and Studebaker. From the 605, exit Rosecrans east; from the 5, exit Pioneer south. Evening appointments available by arrangement.