Working Hard to Preserve
What You've Worked Hard to Earn
AG Asset Advisory was founded with a vision of bringing people closer to their goals, values and dreams. I want to help people I respect by making a commitment to understand what truly matters to them. This process is designed to create a powerful and intimate relationship; empowering me to become an advocate in many areas of their life. I am honored to work for a successful group of people, many of whom feel like family.
We have a duty to serve the interests of our clients. We do this by taking on the role of their Personal Chief Financial Officer (CFO), the overseer and facilitator of their financial life. As a Personal CFO, we help clients make smart decisions with their money; helping them to identify, plan for and pursue their unique goals.
If you are interested in beginning a discussion with a potential lifelong partner who will take the time to get to know you, we encourage you to take the first step. Call us at 310-907-8656 to determine if you are eligible to schedule an introductory Discovery Meeting, the first step in our 5-Step Collaborative Process.
Please explore our website to learn more about our services and process for getting to know you. We value this opportunity highly and approach it seriously. Thank you for visiting.
Principal & Founder
AG Asset Advisory