Financial Advisor
Financial Planning Specialist
Penthouse
Irvine, CA 92614
toll free: 800-533-3402
fax: 949-833-3542
- 100 Point Commentary (pdf)
- Portfolio Strategist Digest (pdf)
- Current Outlook (pdf)
- At A Glance: Exchange-Traded Funds Program (pdf)
- Retirement Planning Requires Tradeoffs - Boomers Need to Balance Future and Current Needs (pdf)
- Recessions and Bear Markets (pdf)
- Consulting Group: Annual Returns for Major Indices (1988- 2008) (pdf)
- At a Glance: The Strength of Morgan Stanley Smith Barney (pdf)
- CPWM: Give Your Business and Your Life a Financial Advisor (pdf)
- Dividends: Search for the Yield; October 29, 2009 (pdf)
