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At our firm, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.


John Almaguer, MBA  AIF®

Senior Partner

(323) 512-4719

(888) 578-7598

John Almaguer received his Bachelors degree in Business Administration from California Lutheran University in 1986 and Masters of Business Administration from Redlands University in 2001. After graduation, he accepted a commission in..

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Julie Shen  AIF®


(626) 320-3979

(888) 578-7598

Ms. Shen brings a wealth of experience and knowledge to her role as a financial advisor, her diverse background and training enables her to help clients address their long-term financial goals through comprehensive, individualized...

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