501 Deep Valley Drive, Suite 202,,
Rolling Hills Estates,
Many financial firms emphasize technology, automation and artificial intelligence in delivering their services with their advisors playing a diminished role. Of course, we utilize Fin-Tech to increase efficiencies and productivity; however, we believe that personal communication is the one true differentiator in our industry and the cornerstone of all successful relationships. The investment and wealth management professionals at EQ are highly educated and credentialed. We are committed to advanced training and on-going professional development. Our experience has ingrained in each of us the importance of combining competence with compassion, and exercising our judgment with care, skill, and caution.
Founder & Managing Director | Wealth Advisor
Wealth Advisor│Managing Director of Investments
Wealth Operations Manager