I was raised and educated in the British educational system. This consisted of boarding schools that encouraged me to develop a strong competitive edge for advancement and success. I graduated this system with six O levels and three A levels which is equivalent to an AA degree in the USA. I continued my education at a university in London where I received my bachelor’s degree. It was at this point I moved to the United States and entered a master’s degree program in a university in Los Angeles where I received my Master’s degree. Shortly afterwards, I began my training and education in the retirement and financial planning industry.
I established my own retirement planning company in 1983. Three decades and almost three thousand clients later, I enjoy working with clients today just as much as I did then! It’s a pleasure to be able to not only help my clients achieve their retirement goals, but to also create so many wonderful relationships along the way! I look forward to every opportunity to help someone new achieve the same results my nearly three thousand clients have experienced!
Contact my office for a free consultation and full review of your retirement and savings opportunities.
From our humble beginning in 1983 we have long stood for integrity and commitment. We are now partners with many A+ rated companies to assist you in achieving your financial goals.
We deliver top notch financial advice without the cost of a CFO. Available when you need us.
21031 Ventura Blvd. Suite 330 Woodland Hills, CA 91364
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