Service Areas · Trust & Estate · Investors
San Diego first. Bay Area and Los Angeles by request.
Geography matters—but the bigger difference is execution. Trustees and executors need defensible pricing, disciplined disclosures, and a clean file. Investors need conservative underwriting and fast, quiet closings. I keep the work tight across markets.
San Diego
San Diego
Home base. Most trust/estate work starts here—where execution and file discipline matter most.
- North Park
- Mission Hills
- Point Loma
- La Jolla
- Clairemont
- Encinitas
Bay Area
Bay Area
For families and investors with multi-market needs. Bay work is handled by arrangement.
- San Mateo
- Walnut Creek
- Oakland Hills
- Palo Alto (by request)
Los Angeles
Los Angeles
By request for clients who need disciplined execution and a quiet process.
- Studio City
- Sherman Oaks
- Encino
- Burbank
- Pasadena (by request)