135 Camino Dorado, Suite 15
Napa, CA 94558
  • 1-888-577-2489
  • 707-581-1840


You can review interesting calculators on my site.

View Calculators


We have interesting videos for you to watch on my site.

View Videos

Contact Us

Please feel free to contact us with any questions.

Contact Us


Both our Napa and Santa Rosa offices have been impacted due to the fires.   Our Napa office was evacuated on 10/9, but we were able to return on 10/10.  Our Santa Rosa office has very limited, if any services due to evacuations.

While, this tragic fire has not hit any of our homes as of yet, we are far from in the clear and are providing our clients the highest level of support and service that we can in this time of need.  It is very possible that we may need to change in office to phone appointments, but that has yet to be determined.  You will be contacted should we need to change your appointment to a phone appointment.

We apologize for any inconvenience, but must comply with fire and law enforcement.  If you should need to get a hold of us or schedule a phone appointment, please leave a detailed message on our voicemail at 1.888.577.2489 and we will return your call and schedule an appointment as soon as we can.

We appreciate your concerns and hope that all of you and your families are safe and that they can get these fires contained soon.

We will continue posting updates here to reflect the evacuation and it’s impacts. 

Napa is fully functioning and as of 10/24 the Santa Rosa office will be back on schedule. 

We have been working with individuals and businesses since 1988.  We specialize in working with but not limited to utility workers such as PG&E, AT&T and Chevron.  Our Certified Financial Planners/Advisors are fiduciaries and can help you with both the present and the future.  We help you manage your whole portfolio, not just your retirement.  It is never too late to invest in your future!  Learn how to start saving now.  We conduct free consultations and workshops and are members of the Hanson McClain Retirement Network.  We use the specialized Independent Personal Retirement Overview IPRO and go over your whole portfolio. 


Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck