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.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.
We invite you to check out all the material on our website. If you have any questions, please send us an email or call the office. We look forward to speaking with you.
Our hope is that you will discover that we emphasize strategy over product, are comprehensive in our process, and authentic in our relationships. We strive to take the complexity and frustration out of the picture, and believe clients take ease in knowing they are staying on the path towards financial independence.
President, Wealth Advisor
Born and raised in Thousand Oaks, I attended the University of California, Santa Barbara. In my free time, I enjoy traveling, living an active lifestyle, and spending as much time as I can with my wonderful wife Jamie and our son...
LPL Financial Advisor
Kurt received his undergraduate economics degree and teaching credentials from California State University, Northridge. Kurt taught high school economics and government for 5 years. After that he returned to Sonoma State University to...
Francesco joined the team in 2018, having previously worked with Prudential Securities. He received his Bachelors degree from San Diego State University where he majored in Economics. Francesco works on various types of financial needs...
Executive Administrative Assistant
(818) 465-0210 ext 100
Jennifer was born and raised in Woodland Hills, California. She earned her undergraduate degree in Education from the University of Nevada, Las Vegas. Jennifer oversees the day-to-day operations in the office of Cognitive Wealth...
Door Greeter and Guest Announcer
Although Tank does not provide financial advice, he's really good at playing fetch, going on hikes, and is an integral part of the team.
We are experienced advisors who strive to help our clients make educated financial decisions by simplifying the complex and building trusted relationships over the long-term. We emphasize strategy over product, combining both technology with humanity by listening to our clients needs, and creating a comprehensive plan to pursue their objectives through our tailored recommendations.
How do we do this? By working closely with you throughout all of life’s stages. From buying your first home to planning for your newborn’s college education, from deciding how to take your retirement distributions to planning your estate, we’ll be there every step of the way, listening, planning and advising.