Los Alamitos Office

4622 Katella Avenue

Suite 201
Los Alamitos, CA 90720

Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Michael Ray

(562) 594-4493

(562) 493-2299

captaintax@gmail.com

My reason for this career path was quite personal: I saw that many members of my own family, as well as friends, were not getting the kind of help they needed to plan financially for the future. I was confident that with my...

Read more