Who We Work For

Our range of clients may span a wide spectrum of multiple categories including geographical location, income, or net worth. The massive family financial volatility that Ron experienced as a child has shaped whom they should work for—when his father’s computer business collapsed after his father contracted stomach cancer and they nearly lost everything, to the many years that they survived by the help of government support and from their church, to the financial rebound they witnessed when his father landed a job as an analyst after recovering from cancer and then catapulted to being a CEO of a subsidiary of American Honda in Torrance. Rather than the “typical” goal of many wealth managers/financial advisors of “working with the wealthiest to maximize their profits,” Ron has preferred to focus on helping those families and business owners who could benefit from our services, much as how Ron’s father could have benefitted to help his computer business.

With that said, we tend to work with client’s families and business owners who are simply “striving to improve their financial picture and maximize their options available to them.” Although our typical family might have a net worth ranging from $5 to $100 million, we have specifically chosen to avoid a minimum net worth prerequisite and instead have always preferred to target the personalities, makeup and goals of our clients.