Ongoing portfolio management informed by individual goals, risk considerations, and time horizons, with strategies that may adjust as market conditions and personal circumstances change. Planning support for business owners, including strategies related to growth, succession, liquidity events, and personal financial alignment with business-related decisions. Financial planning strategies that consider tax implications, including coordination of investment and retirement decisions in ways that may help manage tax exposure over time. Support for evaluating retirement goals, income needs, and timing considerations, with strategies that can help align savings, investments, and withdrawal approaches over time.
Fiduciary Duty: Choose a Fiduciary Advisor
I became a Financial Advisor over 20 years ago to help people pursue their financial and life goals. Gave 5 Stars, 12-time Grammy nominated recording artist It has been a wonderful experience working with you. It is so important for a music artist to find someone they can trust to look after their money and royalties so I can focus on my music. We appreciate his expertise and professionalism in handling our account. He takes the time to really listen to my concerns and ideas, and always offers thoughtful family legacy protection recommendations to make them even bette

A Financial Advisor and Fiduciary You Can Understand.
I trust him and value his knowledge and experience. From the very beginning, Erick stood out for his warmth, friendliness, and genuine interest in understanding our unique financial goals. We couldn’t be happier with the experience we’ve had working with Erick as our financial advisor. Remember, there is no better time than the present to plan for the futur


Whether you’re paying off your student loans or starting a college fund, saving up for your first home or adding to your retirement cushion, we can help. Your retirement benefits are a valuable part of your compensation, so take the time to consider your options carefully. To register, we suggest you first log into the LMS system, and then proceed to the course catalog (see links below) in order to register for each session you wish to attend. You must be registered to receive the Zoom lin


"Our 2025–2028 Strategic Plan recommits us to what makes NAPFA exceptional--putting clients first, supporting professional growth, and fostering a deeply collaborative community," said Natalie Pine, CFP®, ChSNC®, NAPFA Board Chair. EPWA professionals prepare an Action Plan and coordinate with outside, unbiased, confidential drafting attorneys. A trust financial advisor at EP Wealth can offer ongoing guidance as you communicate your plans to family members, helping to navigate sensitive topics with professionalism and care. This might include walking through your trust structure with future trustees, or simply sharing your rationale with adult children in advance. At EP Wealth, we help clients look beyond business operations and address how ownership, liquidity events, or leadership transitions affect their personal financial and estate goal


Start by finding an estate attorney and a CPA that you trust, and then talk with your Edward Jones financial advisor about a strategy for your financial accounts. Learn how proper estate planning can protect you and your family during incapacitation, ensure accurate distribution of your assets, and help minimize unnecessary fees and taxes. The banking, credit and trust services sold by the Private Wealth Advisors are offered by licensed banks and trust companies, including Bank of America, N.A., Member FDIC, and other affiliated banks. Investments involve risk, including the possible loss of principal investment. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). It is important to understand the differences, particularly when determining which service or services to select.
Why a Financial Planner is a Key Player in the Estate Planning Proce


Ongoing portfolio management informed by individual goals, risk considerations, and time horizons, with strategies that may adjust as market conditions and personal circumstances change. Planning support for business owners, including strategies related to growth, succession, liquidity events, and personal financial alignment with business-related decisions. Our Valencia team designs personalized portfolios that aim to balance growth potential with risk management, contributing to your financial future goals. Our investment services aim to grow your wealth strategically, aligning with your life goals and risk tolerance. "She and her team have managed my finances in ways that have given me some freedom during crushing times with my ex-husban


Even if you haven’t decided exactly when you’ll be ready to retire, it’s important to start preparing as soon as possible. Read more about different rules that may apply to your retirement benefits. (If you’re eligible, you’ll receive a Retirement Benefits Decision GuidePDF in the mail.) The sooner you enroll, the sooner you start receiving UC contributions and/or service credit. Each session requires individual registration. This presentation will help you understand family legacy protection your retirement benefits and the steps to retire from UC. These and many other questions should be considered several years prior to retirement in order to ensure a successful retirement.
Employers
UC offers resources to support you as family legacy protection you plan your financial future — from your first day of work through retirement. CalSavers is available to California workers whose employers don’t offer a retirement plan, self-employed individuals, and others who want to save extra. CalSavers is California’s retirement savings program for workers who do not have a way to save for retirement at wor