Broker Check

Cognitive Wealth Management

(818) 465-0210

Regardless of your life stage, income or goals, our team can work with you to create a financial plan to help you manage your short-term goals, long-term aspirations and work toward meeting your financial targets.

We offer investments, access to insurance and comprehensive financial planning through Waddell & Reed. Whether you have basic needs or a more complex financial picture, I can help.