I’m an Englishman living my best life in California.

Tax Strategies and Retirement Planning are the backbone of what we deliver.

Identifying new Tax Strategies for your CPA to consider is one of the Family Office-style services we offer all clients without additional charge. As is understanding the consequences of their Estate Planning.

We strive to protect wealth. We are independent. No owner dictates how we invest for their own profit. We roam freely across markets, using our expertise to search for better performance at lower fees.

But we start with Risk Management. Because accumulated wealth is no guarantee of a retirement lifestyle if you are left exposed to dangers in the non-investment areas of your life that can wreck it.

Team support is delivered by my highly experienced colleagues at California Financial Partners in Glendale. LPL Financial safeguards our clients’ assets as it does for 22,000 other Independent Advisors.

We charge clients one annual transparent fee for our services. We pay all your trading fees.

I offer you a unique experience. I was a main anchor for the world’s dominant financial TV network for 18 years. CNBC first employed me in London. But when Bloomberg headhunted me to relaunch its global TV networks, CNBC relocated me to the USA within days. I co-anchored its highest-rated 10am hour from the New York Stock Exchange for seven years.

I interviewed the world’s greatest stock pickers, strategists, and investors for 18 years. That’s hours of research each day to understand their work and analysis, before stepping out under the glare of live TV to grill them, as quite literally Wall Street watched. It was a powerful education.

I was fortunate enough to gain financial independence by 48. We strive for Excellence in all we deliver. But rather than nickel-and-dime folks, I work to build friendships, community, and hopefully glowing referrals. Particularly amongst my fellow LGBTQ souls.