Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
John R Bauer, CFP®
Founder | Registered Principal of LPL Financial
A late Spring afternoon meeting in 1985 at the UCLA Career Center with the recruiter from the John Hancock office in Beverly Hills has led to a great career in the financial services business, now entering its 34 th year.After 6 years...
Marla Lorber
Client Services Administrator
Marla has been working with John since November, 2006. However she and John have known each other since their days at UCLA. She is responsible for all office and support activities. Marla is dedicated to meeting the clients’...
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.