Armada Asset Management, 701 Langer Dr, Placentia, CA 92870, US

HistoryAfter spending 8 years successfully managing restaurants, I entered the financial services business to help other people manage their insurance and investments. With a background in taxes (my Dad owned an accounting business), I earned several financial planning designations that helped a client base that saw me as their trusted advisor for many financial questions. My most recent designation was becoming a Certified Kingdom Advisor, a Biblically based program. Over the last 40 years I have helped my clients get through financial melt downs and also celebrated with them as their retirement dreams have come through. My current new clients are almost all introductions, often to the now grown children of my clients.SpecialtiesWe lower your financial stress. Life should not be about greater returns, living off a meager constrictive budget, or buying everything so cheap you have regrets when things don't work out. We educate and implement modern strategies to help you save more, pay less taxes, and enjoy what you have.