Our Firm

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.

We have been working with individuals and businesses in the Paradise area since 1982.

We have extensive personal and professional experience.

Rob is a CERTIFIED FINANCIAL PLANNER™ practitioner offering a variety of investment services. Rob holds his series 6, 7, 22, 24, 63, and 65 registrations through Securities America.

RJ is a CERTIFIED PUBLIC ACCOUNTANT offering a variety of investment services. RJ holds his series 7 and 66 registrations through Securities America.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We’re looking forward to using our experience to help you pursue your financial goals.

Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does.