Since 1985 we have been dedicated to planning for the insurance, investment, and financial life planning needs of successful families and entrepreneurs from Pacific Palisades to Palos Verdes to Pasadena to Porter Ranch.

Our practice is designed for people of means who value professional advice and their own time so much that they outsource their financial situation to a trusted adviser who can do the heavy lifting.


  Protecting those you love, what you earn, what you own, and the business you may have built

  Planning for life's biggest transitions, on your timeline

  Partnering with you to create the best possible life with the money and resources you have



Expertise and Advanced Planning Support

Eagle was built with a singular goal in mind - to partner with you to help you address the most important events in your life.
We provide independent financial advice and guidance to help you align your values with your account values, taking the time necesary to understand YOU, your background, fiscal philosophy, needs and objectives so that we can help you put your money to good use, and to provide you with a better Return on Life, not just a better return on your investments.