A collaborative approach to achieving your ideal financial future

DJM Financial Wealth Management and Insurance Services team photo

Financial independence doesn’t happen by chance, it results from expert strategic planning. That’s why our firm includes professionals whose talents, skills and expertise help ensure that you get the best possible guidance every time. Areas of focus include retirement planning, insurance and investment strategies, estate planning, and executive/employee benefits.

While there are various layers of complexity in the work that we do, we are fundamentally guided by our pledge to always do what is in the client's best interest. As a result, we have built a firm with the intention of supporting families and businesses for generations to come.

Articles

"How Lawyers Can Plan for Financial Independence," published in the Orange County Business Journal

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"10 Components for Sustainable Financial Independence," published in the California Medical Association Foundation Newsletter

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