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    2321 Rosecrans Ave Ste 3260B El Segundo, CA 90245-4903 T: 310.534.0008 F: 310.594.8939 TF: 888.508.1350
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WHO WE ARE and why it matters

Our bios go into all the details, but right off the bat there are two things you should know about us. We love the people and families we work with. We love the freedom of being an independent practice and being able to offer customized, objective advice, without the conflicts of interest of the big broker/dealers. We love what we do, and who we do it for. To be able to bring value and make a difference in good peoples’ lives is an added bonus – truly a passion and a privilege.

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Always here for you
  • 2321 Rosecrans Ave Ste 3260B El Segundo, CA 90245-4903
  • T 310.534.0008
  • F 310.594.8939
  • TF 888.508.1350
  • Map & Directions
  • Map & Directions
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