Most of us know what we want for our future. That's the easy part. The tough part is knowing how to get there. That's why we have formed a strategic alliance with Jeffrey S. Gurman, CFP. He will listen to your goals, your values, your hopes and your dreams. He will then partner with you to develop a plan that guides your actions today to get the results you want for your tomorrow.   

Originally from College Park , Maryland , Jeff graduated Cum Laude with a BA Degree from The University of Maryland. He went on to earn his Certified Financial Planner (CFP®) designation by successfully completing the rigorous curriculum presented by the Board of Certified Financial Planners and is also a Registered Investment Advisor (IAR).  His passion for assisting businesses and families has helped him become one of the top Financial Planners in Southern California . Jeff is very active in the community and with local charities and serves on the Board of Directors of Young Professionals Against Cancer (YPAC). He has been providing investment advice and financial services to businesses and individuals in Los Angeles and the surrounding areas since 1990.  

We Make the Process Easy
Many of our clients have the knowledge and know what they would like to do...but they just don't have the time. Others have limited financial knowledge. We understand that managing your finances is not an easy task, and we want to make the process as easy and stress free as possible.

Completely Confidential
We also understand the sensitive issue of sharing one's personal financial situation, and we hold your information in the highest confidentiality.

Free Initial Consultation
Because this is such an important decision for your life, we want you to feel completely comfortable with us. So, we invite you to have a free initial consultation to determine whether our firm is the right fit for you.  

To better understand your investment needs and obtain the service that is best for you, please contact us anytime.

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