Founded in early 2016, Pacific Landfall is an independently owned and operated wealth management firm that was founded on the principles of providing exceptional client service in a family setting. It is our privilege to share in your business or family events while celebrating your accomplishments and the world we live in!
I have developed a holistic wealth management process that focuses on goal-based investing. This process integrates the long-term goals of an individual with financial solutions using a planning and consultative approach. I focus on aligning your goals with how you manage your money and stresses responsibility, hard work and encourages generosity. By setting relative or concrete goals, we form a base to make decisions off of and review our performance.
I truly believe the more you give, the more comes back to you. Know that when you trust one of your financial goals with me, we will not only be working to achieve that goal, but in the process, we will be making a difference in the lives of others. I donate two percent of all the earnings generated from Pacific Landfall to charity.