Welcome
Comprehensive Wealth Management focuses on investment management and helping clients know how to retire and when to retire. Our financial advisors help clients with financial planning, estate planning, and pension plan design. We are located in greater Los Angeles and have clients throughout Southern California, including Ventura, Los Angeles, Orange, San Diego, San Bernardino and Riverside Counties.
By keeping clients’ objectives in focus, staying in contact with them throughout all market conditions and making investment adjustments as economic or lifestyle conditions warrant, we maintain a constant commitment to putting service first.
We can help you define your long-term investment objectives and build a personalized investment portfolio designed to achieve them. We recognize the importance of getting to know you – your financial needs, your financial goals and your lifestyle.
We look forward to working with you and your family.
Helpful Content
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
Questions to Ask About Medicare
Take the guesswork out of your IEP or SEP with this helpful article.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
What If Your Kids Decide Against College?
Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about if annuities are right.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
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Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
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Your DNA Test
A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.
Surprises
Making the most of surprises is a great reason to work with us.
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.