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1501 N. Broadway
Suite 210
Walnut Creek, CA 94596

925-254-0980

 

Business Philosophy Videos

Building trust and loyalty are the cornerstones of our success. Below you'll find videos that helps capture our approach and our business philosophy:

The Laurus Planning Method

The Laurus Planning Method

Many people have questions about their personal finances. As a financial professional, I enjoy helping them find the answers. What personal finance questions are on your mind?

What Do You Bring to Clients?

What Do You Bring to Clients?

Perspective is one of the most important things we bring to our relationships with clients.

Do You Hear One Common Question from People?

Do You Hear One Common Question from People?

"What’s next for the financial markets?" is the question we hear most frequently from our clients.

Do People Have Diversified Portfolios?

Do People Have Diversified Portfolios?

Diversification and asset allocation are approaches to help manage investment risk.