Thank you for visiting our practice website. Whether you are a current client, referred to us by a friend of the practice, or learned of our services through our presence in the community, we welcome you.
It is our intention that every visitor to our site is able to easily attain the type of information and knowledge about our firm that they seek. As the founders of this practice, we are proud of our track record of success over the years. Over this period of time we have worked diligently to meet the needs and objectives of our clients. Still, we are always striving to improve our depth of knowledge and quality of service by leveraging the use of technology and communication in reaching our clients and their families.
As the founders of this firm there is nothing more important to us than earning and maintaining the trust, confidence and respect of our clients. We have built our firm, chosen our affiliation with a premier financial planning firm and staffed our practice to achieve this end. Our staff is housed in Campbell, CA, but as active members of The Resource Group™, a national network of elite financial professionals within Lincoln Financial Advisors, we have unlimited access and the ability to collaborate with our vast network of colleagues for the benefit of our clients and their unique situations.
Enjoy your visit to our website, and please feel free to contact us or anyone on our team if we can be of direct assistance to you, your family or business.
Derek B. Ferriera & Matthew E. Roberson