About Our Firm

We at Strategic Alliance are well known for our reputation and good standing within the community. Our focus continues to be high-quality service to individuals and their families, business owners, and professionals.

Our mission is to be the premier provider of financial concepts, services, and products in Southern California. We have actively managed and directed literally hundreds of millions of dollars in current and future benefits on behalf of our clients. We work with many leading accountants and estate planning attorneys.