About Us

Our Services

Your Unique Vision for an Innovative Approach 


Your goals and dreams are unique to you, requiring individual attention, guidance, and strategies.  Through a collaborative one-on-one relationship, your financial professional will help you assess your dreams and aspirations, and identify and prioritize your short and long-term goals.

Our depth of knowledge allows us to thoroughly understand the intricacies of your financial situation because we are experienced in finding strategies to the issues you may face - whether they are simple or complex - we can help you work toward your financial goals.  We offer a full range of products and services in the areas of:

        Estate Planning*  & Wealth Preservation

        Retirement Planning

        Risk Management

        Financial Planning & Asset Allocation

Our commitment to you is exemplified by this level of teamwork, ensuring your needs are met on all levels.

Equitable Advisors are a select group of financial professionals who are distinguished and seek to exceed the highest standard of experience and service in the industry.  Our financial professionals are motivated and highly experienced, with the ability to meet and exceed both the simple and complex needs of our clients.


More Than Just Financial Planning,
Equitable Advisors...

Provides a premier level of financial advice through the EXPERIENCE and KNOWLEDGE of our financial professionals.

Address clients' priorities with quality and timely service.

Give clients' access to a wide range of informational and technical resources.

Offers an open architecture of PRODUCT choices to help meet clients' needs.

Equitable Advisors is a subsidiary of Equitable Financial.  Through its strong family of brands, Equitable Financial provides diversified financial protection and asset management to individual investors.


*Funded through the use of life insurance and other financial products.


California Insurance License #: 0D35923

The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

Link to equitable.com

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