
Focus Areas
- College Savings
- Portfolio Reviews
- Retirement Savings Strategies
- Employee Stock Options
- Estate & Legacy Strategies
- Retirement Income Strategies
Personal Interests
- Active Lifestyle
- Aviation
- Sailing
- Surfing
Contact Me
Contact Me
Office Information
Hours
Weekday | Availability |
---|---|
Mon | 09:00AM - 05:00PM |
Monday | 09:00AM - 05:00PM |
Tue | 09:00AM - 05:00PM |
Tuesday | 09:00AM - 05:00PM |
Wed | 09:00AM - 05:00PM |
Wednesday | 09:00AM - 05:00PM |
Thu | 09:00AM - 05:00PM |
Thursday | 09:00AM - 05:00PM |
Fri | 09:00AM - 05:00PM |
Friday | 09:00AM - 05:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | By Appointment Only |
Sunday | By Appointment Only |
Office Hours
Weekday | Availability |
---|---|
Mon | 09:00AM - 05:00PM |
Monday | 09:00AM - 05:00PM |
Tue | 09:00AM - 05:00PM |
Tuesday | 09:00AM - 05:00PM |
Wed | 09:00AM - 05:00PM |
Wednesday | 09:00AM - 05:00PM |
Thu | 09:00AM - 05:00PM |
Thursday | 09:00AM - 05:00PM |
Fri | 09:00AM - 05:00PM |
Friday | 09:00AM - 05:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | By Appointment Only |
Sunday | By Appointment Only |
Additional Hours
- Web Conferencing
Additional Hours
- Web Conferencing
Fax
(888) 219-4361Branch Team
- Stephanie Salazar
- Branch Office Administrator
Branch Team
Office Address
180 E Main StSuite 104
Tustin, CA 92780opens in a new window
More to explore

Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.
Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.
Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.
Learn More