ABOUT US

As an independent financial advisor, he is able to provide fair, objective and unbiased counsel; he can select only those products and services that align with your unique needs; he is not beholden to any one company, nor driven by proprietary products or sales quotas; and his success is directly tied to your success.

Christian specializes in retirement income planning, 403B & 401k management, behavioral financial coaching, and insurance protection (life & long term care). Beginning with your goals and working closely with you, your CPA, attorney and other professionals, you and Christian will build a tailored-to-you investment plan.

OUR SERVICES

  • COMPREHENSIVE PORTFOLIO MANAGEMENT
  • ONGOING INVESTMENT MONITORING
  • PERIODIC REVIEWS AND CONSULTATIONS
  • FINANCIAL PLANNING AND RETIREMENT PLANNING
  • CASH FLOW AND TAX PLANNING
  • WEALTH MANAGEMENT
  • INVESTMENT AND INCOME DISTRIBUTION STRATEGIES
  • ESTATE PLANNING
  • INSURANCE PROTECTION SOLUTIONS
  • COORDINATION WITH OTHER PROFESSIONALS

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2410 Armstrong Street, Livermore, CA, United States