WELCOME! As an Independent Financial Advisor located in Orange County CA, our focus is on providing our clients with top-notch customer service in the areas of retirement planning, wealth management, estate planning, life insurance, and full-service financial planning.

We invite you to explore everything our website has to offer.

Our mission is to offer counsel and guidance to our clients using the highest standards of ethics, and assisting individuals, families, and business owners in accumulating, preserving, and passing on their wealth beyond expectations.


Office Address:

550 W Orangethorpe Ave

Placentia, CA 92870


Office of Supervisory Jurisdiction Address:

725 Town and Country Rd, Suite 530

Orange, CA


Securities and Investment Advisory Services offered through Crown Capital Securities, L.P. Member FINRA / SIPCFINRA BrokerCheck.