Whatever your personal reason for engaging in philanthropy, there are two undeniable facts: Giving can be an incredibly fulfilling experience that, when carefully planned and structured, offers meaningful financial benefits.
2121 Avenue of the Stars, Suite 1600
Los Angeles, CA 90067
$500,000 (investment services); $5 million (Private Client Group)
Asset-based, fixed and hourly fees
Charles Schwab & Co. and Fidelity Investments
Investment advisory and money-management services, private client wealth management, corporate retirement planning, estate planning, insurance planning and philanthropic planning
UCLA, Bachelor of Arts, economics
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