Broker Check



Financial Planning Services

Financial Planning Services

Many of our clients desire a work optional lifestyle. We work with you to keep your focus on what really matters. You will find us in Fountain Valley, CA right next to Huntington Beach. Many of our clients are located in Orange County, CA. We look forward to meeting with you to determine if we are a good fit as your Financial Planner and Advisor.

What is your Risk Number?

Allow us to pinpoint your Risk Number and create a portfolio that matches your risk tolerance and comfort zone. 

Click to obtain your free portfolio risk analysis.  It only takes 5 minutes.

Events

Events

Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to our clients. Along the way, we like to have some fun, too. We’ll be happy to add you to our guest list. Click here to learn more about our upcoming events.

What do you do to encourage young people to save?







Check out our new video series!

Your Cobalt Team will be updating these videos periodically and we look forward to sharing more of what's on our minds.

Cobalt Unlimited Team

Cobalt Unlimited Team

Planning, advising, servicing...We are here for you.  Get to know your Cobalt team.

Learn more
It Was the Best of Times, It Was the Worst of Times

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.
Learn More
Weekly Market Commentary

Weekly Market Commentary

Interested in how the market is performing?  Here's a synopsis and our point of view.

Learn more
123 movies
google maps generator

To contact LPL about rights you may possess under the California Consumer Privacy Actclick here.