Broker Check


Whether it's keeping up with retirement trends or discussing investment principles, our firm is dedicated to providing excellent information in a professional way to people who are concerned about their personal finances. If any of the events below look interesting or if you have any questions, please call our office at (916) 863-1266 or (800) 603-1393.

Upcoming Events

September 9, 2022 - December 2, 2022

10:00a - 11:30a

CA State University, Sacramento

Active Retirement Investing Seminar

Want to manage your own portfolio? Learn how to invest with Index Funds, Exchange Traded Funds and highest rated Managed no-load funds. Or evaluate how your current Adviser is doing. Must be a member Renaissance Society 916-278-6011 or

Past Events

October 7 - October 28, 2022

10:00a - 11:30a

Wealth Strategies Office

Active Retirement Investing Seminar

These seminars are for every investor who is willing to take the time to hear about the important issues and decisions necessary to survive a long and happy retirement. Discussions will include some of the different techniques for balancing a viable lifelong investment program. Sign up by contacting Sierra College Community Education 916-781-6280.This seminar will be in our Grass Valley office located at 134 E. Main St., regulations permitting.

Event Registration