GUIDING YOU THROUGH YOUR FINANCIAL JOURNEY
FINANCIAL ADVISING STARTS
WITH AUTHENTIC RELATIONSHIPS
We take the time to truly understand your unique circumstances, uncover your goals, and align with your comfort around risk. For us, it’s never just about numbers, it’s about building a partnership rooted in transparency, trust, and open communication.
Our focus is on long-term relationships, not one-time transactions. Your financial well being is our highest priority, and every decision we make is guided by that commitment.
THE SENTIENT APPROACH
PROUDLY SERVING ORANGE COUNTY
Based in Laguna Niguel, I guide clients throughout Orange County on their financial journeys, including those in:
**South County:** Laguna Beach, Dana Point, San Clemente, San Juan Capistrano, Aliso Viejo, Laguna Hills, Mission Viejo, Rancho Santa Margarita, Lake Forest
**Central & North County:** Irvine, Newport Beach, Costa Mesa, Huntington Beach, Tustin, Orange, Anaheim Hills
Whether you’re watching sunsets in coastal communities or building your future inland, I provide personalized fiduciary financial planning that meets you where you are and guides you toward where you want to be.