About

I have been an investment advisor for more than a dozen years, and now I am the Founder and President of FourC Financial. We are a full service independent investment firm located in Southern California. I started my own firm because of the relationships I have built with my clients. I got into finance to help people and this is the best way I can do that. I believe a career in personal finance is a way for me to positivity impact people’s lives by helping them achieve what they want their financial future to look like. What I do for clients like you, is to help you understand your investments and how they relate to your long term goals. To achieve this, we create custom retirement plans for our clints that have a focus on reducing portfolio volatility and incresing tax efficiancy.  Helping you stay on track to achieve your objectives in complicated and sometimes volatile markets is my most important priority as your advisor.