An educated Advisor you can count on

West Coast Phone: 949-226-8342
East Coast Phone: 732-226-3113


Professional Associations

  • ED SLOTT'S MASTER ELITE IRA ADVISOR GROUP- An exclusive organization of Financial Advisors personally trained by nationally acclaimed IRA Expert, Ed Slott at the highest level of continuous IRA training available anywhere. Master Elite IRA Advisors are armed with specialized knowledge, tools, and programs such as the Complete IRA Care Solution™ which is the most comprehensive program ever created to address virtually every aspect of protecting and growing retirement accounts. Mr. Slott has been cited as "The best source for IRA advice” by the Wall Street Journal and "America's IRA Expert” by Mutual Funds magazine. Learn more about the advantages of working with a Master Elite IRA Advisor.

  • INVESTMENTS & WEALTH INSTITUTE (IWI)- Formerly the Investment Management Consultants Association (IMCA®), established in 1985 to deliver premier investment consulting and wealth management credentials and world-class educational offerings through membership, conferences, research, and publications. IWI sets the standards and practices for the investment management consulting profession and provides investment consultants and wealth managers with the credentials and tools required to best serve their clients.

  • NATIONAL ASSOCIATION OF PERSONAL FINANCIAL ADVISORS (NAPFA)- The nation's elite organization of strictly Fee-Only comprehensive financial planning professionals. Fee-Only advisors do not sell financial products for commissions. NAPFA Registered Advisors agree to follow the NAPFA Fiduciary Oath and Code of Ethics