Executives and Professionals

How do I manage my deferred compensation and stock options?

How I maximize the retirement plans and perks offered to me as an executive?

I’d like to retire at a certain age. Am I on target to reach this goal?

How do I protect our family in case something catastrophic happens?

Los Angeles financial advisors helping executives and working professionals navigate their financial strategy.


Being an executive in a large company means solving problems and getting things done in often complex and bureaucratic organizations. We understand the stress on family if you have a role that takes you away from them and the inherent sacrifices along the way.

Bob and Andrew were once both corporate executives, and understand that you want answers as well as a trusted guide in your corner that can take care of things so that you can focus on your busy life. 

Bob and Andrew will listen to your needs and partner with you to develop reasonable objectives. We will discuss investment philosophy and incorporate your holistic objectives into your new personalized strategy. 

Experience the benefits of comprehensive wealth management. 

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