Our typical client is an attending physician in their 30s to 40s in the US. They are looking to build wealth, enjoy life, and be financially independent. They delegate financial planning and investing to a professional so they can spend energy on other aspects of their busy lives.

You work with John, and John only. We get to build chemistry and we focus our conversations on important stuff. No more talking to random people on a hotline, long holds, and explaining your needs for the 100th time.

Yes, we are a fee-only fiduciary. This is rare in the industry. Being a fee-only fiduciary means we swore an oath to work for your best interest. All our fees are earned from clients. We don't get paid commissions or kickbacks, so we are not swayed to recommend you a product that's not fit for you.

I have the CERTIFIED FINANCIAL PLANNER® certification. It was a two-year of commitment to learn and pass the test. I have been a financial planner since 2020.

We typically meet virtually. I'm happy to meet you in person if you live in Los Angeles, California.

We don't file taxes, draft legal documents, or sell insurance. We talk with you about the strategies that fit into your financial plan and work with your tax preparer, attorney, and insurance broker to implement. We can work with your person, or we can bring in a partner we trust.

We do not provide stock picking tips or investments that try to beat the market. We focus on broad index-fund investing, which is provento create more value to investors.