I know the process of choosing a financial advisor to help guide you and your family can be daunting. Therefore, I have laid out a few facts about my team and I that will hopefully help you in your decision making. Since 2016, I have had the opportunity to work with many families and individuals of all backgrounds achieve goals they spent a lifetime imagining.

Although I am passionate about my work and making a difference in my community, I could not do it alone. My Branch Office Administrator, Noemi Duran, who is equally passionate and eager to serve our clients, consistently goes above and beyond to deliver a positive client experience.

Here in our office located in Ventura, CA, we work as a team to help you achieve your goals. We take pride in offering a high-level of service that is meant to take as many items off your plate as possible so you can spend more time with family and enjoying hobbies. While working with our office, you will receive weekly updates on the markets, invites to educational workshops and a commitment to taking the time necessary to understand your situation.

I know understanding the world of finance and investments can also be a daunting task filled with unknowns that take a lifetime to grab ahold of because they are always changing. However, finance and investments in general play a pivotal role in our life and are critical to achieving many of our dreams. We offer multiple platforms for investing that will suit your interests and we have the ability to cater to specific investing requests such as Environmental, Social and Corporate Governance (ESG) investing.

In addition, we believe in giving back to our community through the local Chamber of Commerce, Rotary International, The Hydrocephalus Association, Cancer Fit Inc and Food Share. We are a full-service office ready to work alongside you and your family. We are looking forward to hearing from you and we hope you will give us a call today.

My Personal Interests

  • Reading
  • Swimming
  • Mountain Biking
  • Sailing
  • Cycling

Office Information

Office Address

5740 Ralston St Suite 310 Ventura, CA 93003

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed
Request an Appointment

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