Pacific United Planning, Inc. | Financial planning for public employees & small business owners
14869
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Helping You Live Life To The Fullest

I’m the President of Pacific United Planning, a Registered Investment Advisor (RIA) specialized in working with small business owners and local, state, and federal employees. As your financial planner, I tailor financial solutions to your specific needs and circumstances, always making your interests my priority. I am committed to building a lasting relationship with you based on trust and expertise so your dreams can come true.

IMAGINE THE POSSIBILITIES

Services

I believe that a financial plan is like a good road map. It shows you where you are now and where you want to go. It will show you the best route to get there and guide you through the twists and turns. Whether you are starting your journey, starting a new chapter of your life, or seeking to protect what you have created, I can help guide you along the way with sound, objective financial advice.

HOURLY
PLANNING

For clients without ongoing needs or those who feel comfortable managing their finances on their own.

COMPREHENSIVE FINANCIAL PLAN

For clients who would like to have a personalized financial plan created for them, without any ongoing services.

ONGOING FINANCIAL PLANNING

For clients who would like ongoing financial advice and planning services.

INVESTMENT MANAGEMENT

For clients who would like investment management services in addition to Ongoing Financial Planning.

ACHIEVE A PATH TO FINANCIAL PEACE OF MIND

Who We Help

At Pacific United Planning, I focus on helping clients regain control over their finances in order to live life to the fullest. No matter what stage of life you are in, what job you hold, or what dreams you may have, I can help you navigate the challenging terrain of today’s uncertain financial world and develop personalized solutions.

Federal Public Safety Employees
  • Am I covered by CSRS or FERS?
  • What are my options once I reach the mandatory retirement age?
  • Does the Windfall Elimination Provision affect me?
  • Which funds do I choose in my Thrift Savings Plan (TSP)?
Local Firefighters
  • How much will I receive from CalPERS/Los Angeles Fire and Police Pensions (LAFPP)?
  • How does the DROP plan work?
  • Which funds do I choose in my Deferred Compensation Plan (457)?
  • Am I spending too much?
Local Law Enforcement Officers
  • How much will I receive from CalPERS/Los Angeles Fire and Police Pensions (LAFPP)?
  • How does the DROP plan work?
  • Which funds do I choose in my Deferred Compensation Plan (457)?
  • Am I spending too much?
Small Business Owners
  • What is the best way to manage my cash flow?
  • Should I set up a SEP IRA, SIMPLE IRA, or 401(k)?
  • Am I prepared for large unforeseen expenses?
  • How can I balance saving and reinvesting into my business?
K-12 Teachers
  • How much will I receive from CalSTRS when I retire?
  • Am I eligible to receive Social Security benefits?
  • How do I manage cash flow during the summer months?
  • What is the difference between an annuity and a custodial 403(b)?
College Professors
  • How much will I receive from CalSTRS when I retire?
  • Am I eligible to receive Social Security benefits?
  • What do I need to do to financially prepare for my sabbatical?
  • What is the difference between an annuity and a custodial 403(b)?

IT ALL STARTS WITH YOU

HOW WE HELP

Understand

I take the time to learn about what’s important to you and your family. I analyze the challenges you face now, and those you expect to face in the future.

Design

I review and analyze the information you share with me and design solutions that help you succeed. I present my plan to you, as well as the advantages and disadvantages of your choices.

Implement

I execute your customized strategy using the extensive tools I have available. I walk you through the process and make it as easy as possible.

Guide

I provide ongoing guidance and support to help you stick to your plan. I monitor your progress and recommend changes as needed.

TAKE CONTROL OF YOUR LIFE

Client Access