Whether you are an acquaintance of an existing client or have been referred to us by another financial professional, we are here to help.
Bruce Colin is a CERTIFIED FINANCIAL PLANNER™ professional. He received his undergraduate education from Claremont McKenna College, and a master's degree from the University of California, Los Angeles. He has also taught financial planning courses at UCLA for students pursuing the CFP® certification, as well as for employees of City National Bank in Los Angeles. A member of the Financial Planning Association since 1999, he has contributed professional book reviews to the Journal of Financial Planning and been quoted by U.S. News & World Report, CNBC, and MarketWatch.
Jenny Warila assists with technology applications. In her previous career, Jenny worked as a program manager for Intuit, whose financial software includes QuickBooks, Quicken, and TurboTax. Jenny has a B.A. from Stanford University, and is also a Stanford Certified Project Manager.