Events
Whether you're a long-time client, a trusted referral, or simply looking for experienced financial guidance, I'd love the opportunity to connect with you.
Much of my practice has been built through personal introductions and lasting relationships, so I regularly host educational and networking events where clients are welcome to bring friends, family members, or colleagues who may benefit from thoughtful financial advice. These gatherings are designed to be informative, engaging, and a comfortable way to get to know one another.
Upcoming Events
June 30, 2026
6:00p - 7:30p
El Segundo
Beyond the IPO: Launching Your Legacy
Join us for this educational reception where we explain how your financial and estate planning decisions can significantly alter your long-term wealth trajectory, tax mitigation and wealth transfer to your loved ones and/or your charitable considerations. Don't miss our featured speakers and answers to popular questions such as, "How do I make $2M, $5M, $50M or more last a lifetime and beyond?"
July 8, 2026
4:30p - 6:30p
Standard Station
Wealth After Work Wednesday
Join me anytime from 4:30-6:30pm for a drink and casual conversation about your financial questions. This is a NO presentation, NO pressure, JUST answers type of get together. Hope to see you there!