Helping investors navigate an ever changing financial and geopolitical landscape

As a Financial Advisor at RBC Wealth Management, I focus on customized wealth management for each family I work with. I coordinate with my clients' accountants and attorneys to design and implement customized, tax-efficient strategies to help them reach their financial goals.

With over 35 years of experience and the support of a team of specialists, knowledgeable in a variety of financial disciplines, I offer a broad range of services covering the 13 wealth management issues that are critical to clients' financial well-being. The human interaction of wealth management is critical in my practice; my goal is to build trust and lasting relationships with my clients.

Let's take the next step together

As your financial needs and life complexities evolve, consider utilizing our expertise to address your changing needs. I would love the opportunity to discuss how we can work together to help you align your assets and liabilities to meet your personal and financial goals.

I promise to help you better manage your money, plan for your future, build and preserve your wealth and protect your legacies. Beyond that, our reputation does the talking.

I warmly invite you to contact me at 310-205-7735 or to schedule a cost free consultation.

I aim to help reduce the stress of managing a complex financial life so my clients and their families have more time to live their lives.

Services include:

  • Wealth consulting
  • Wealth management planning
  • Portfolio management
  • Retirement solutions
  • Portfolio analysis
  • Estate planning strategies
  • Cash management
  • Lending
  • Financial planning
  • Education planning
  • 529 plans
  • Alternative investments
  • Annuities
  • Long term care
  • Life insurance
  • Endowments and foundations

About RBC Wealth Management Online

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Introducing RBC Total Wealth

RBC Total Wealth is a way to view your complete financial picture. See your RBC accounts—along with your accounts at other financial institutions you choose to add—–in one convenient place. Access Total Wealth by selecting Sign in above to log into your accounts and then choose Add External Accounts. It’s a simple and secure way to keep your financial life connected to your everyday life.

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