How Business Creates Value:
PSA Wealth Management, Inc.'s reputation is predicated on creating, delivering, & executing customized strategies that help you know you have a plan in place for the expected & even the unexpected.
How Member Creates Value:
We use a team approach that brings 30+ years of experience and over $500M in assets managed to the table. I have a background in Economics from UC Santa Barbara and I am series 7 and 66 Licensed.
What I Do.
I am an associate Financial Advisor for PS&A Wealth Management, Inc.
We clear through LPL Financial, which is the largest independent broker/dealer in the nation, and pride ourselves in providing unbiased advice, and a holistic approach to every clients unique financial picture.
Combined, our advisors have managed over $500 million in advisory and brokerage assets. We pride ourselves on the quality of service we provide in all aspects of Wealth Management, Insurance Services and Consulting.
We have three convenient locations in Los Angeles County.
San Gabriel Valley
388 E Valley Blvd. Suite 213
Alhambra, CA 91801
Downtown Los Angeles
110 E 9th St. Suite A1179
Los Angeles, CA 90079
San Fernando Valley
16133 Ventura Blvd. Suite 700
Encino, CA 91436
Why I Do It.
I have a passion for educating people in regard to their finances, and how to efficiently plan for a prosperous future not only for themselves, but for their heirs. It is important to create a foundation that will build a legacy for generations to come that will provide financial freedom. I also enjoy studying stock & bond markets in order to effectively choose investments within my client's portfolios. Being that I grew up in poverty, I was blessed enough to receive an amazing education at the University of California Santa Barbara, as well as becoming fully licensed within the securities industry so I can guide individuals that come from similar struggles into the right direction. I am also fluent in Spanish and enjoy helping the Spanish Speaking population here in Los Angeles.