1

Consultant

25

Years of experience

1

Local Office

We Stay Focused on Market Trends, so You Don't Have To

Manage Your Money with Confidence

Manage Your Money with Confidence

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.


What We Bring to the Table

What We Bring to the Table

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.


What We Offer

We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. 

Retirement Income and the Traditional Portfolio

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Learn More
Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

Learn more

Tax
Planning

Investments Management

Retirement
Management

...And
More!

Tips and Resources

The latest topics in our library to Inform and Inspire.

Tax Efficiency in Retirement

Tax Efficiency in Retirement

What role would taxes play in your investment decisions?
Learn More
A Meal for All Generations

A Meal for All Generations

When it comes to generational differences, knowing the facts can be difficult.
Learn More
A Fruitful Retirement: Social Security Benefit

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.
Learn More

Our Experience

Dean Kunihiro

Dean Kunihiro

LPL Financial Advisor

818.781.1008

818.781.3696

Learn How We Can Help You

Schedule a Meeting