CONA Wealth provides comprehensive financial planning and wealth management services to a wide range of clients throughout the Southern California area.
I offer a holistic approach to investments by looking beyond just the figures on a page and helping you realize the dreams they represent.
With over a decade of experience in financial services, my practice has an emphasis on supporting business owners and their retirement plan benefits.
La Verne Chamber of Commerce
2332 D Street, Unit E
La Verne, CA 91750