Financial Services in San Diego, CA
Life-long customer relationships are built on honesty, nice communication, and value adding services. No decision is ever made without the customers' finest interest in mind. Financial planning and other consultation engagements are only offered when I feel that real value can be given to the customer. This philosophy makes me not only your financial advisor, but your advisor for life. Reasonable fees, low cost tax preparation, honesty, and integrity have made me a life advisor for many of my customers.