Main Office
JJ specializes in utilizing advanced planning strategies to help clients from diverse backgrounds grow and preserve their wealth. His expertise includes tax-efficient investment planning, tailored risk management solutions, and distribution strategies designed to help ensure clients' money continues to work for them throughout their retirement years.
As a fiduciary and business owner, JJ places a strong emphasis on comprehensive planning for his business-owning clients, including employee benefit plans and business succession planning.
JJ and his wife, Marle, have been married since 2005 and have three teenage children, three dogs, one cat, and two guinea pigs together. The two of them enjoy golfing, skiing, and traveling together. Marle is a yoga instructor and they reside with their family in Irvine, CA.