An Independent Private Wealth Advisory Firm

AJ brings over 40 years of experience in the financial advisory profession, having started his career as a teenager with a prominent firm in Philadelphia. He apprenticed under one of the country’s top financial planners and earned the Certified Financial Planner™ designation in 2003.

Now based in Huntington Beach, California, AJ continues to serve clients with a focus on financial and estate planning, particularly those with complex needs and high net worth. His approach is deeply personal: understanding what matters most to each client, and designing strategies that align with their goals, values, and overall financial vision.

As a fiduciary, AJ is committed to providing guidance that’s in your best interest. Whether you’re planning for retirement, navigating a major life event, or building generational wealth, our services are designed to give you peace of mind, rooted in decades of real-world experience.   AJ has successfully guided clients through every bear market since 1985, and that level of perspective makes a difference when it matters most.

Outside the office, AJ enjoys life with his wife Lisa, their four children, and three grandchildren. He’s active in the community, coaches youth sports, and true to his Philly roots, remains a passionate fan of Philadelphia sports teams. Go Birds!!