Sensible Adviser

Welcome to my website. Here, you'll find a brief intro to Sensible Adviser, a little about me and why I enjoy my work.  You will be able to search my registration history and discipline history at the BrokerCheck link located on the home page bottom.  You'll find calculators, videos, flipbooks, relevant articles, and a link to schedule an appointment.

We are located in Beaumont, CA and we service our own community and outlying Inland Empire communities.  We operate an office conveniently located near the interstate 10 in downtown Beaumont, CA to serve you 5 days most weeks.

Values

Values do count as they reveal who we are and what we're made of.  My grandfather, Tony, emigrated to the U.S. in 1914 with his parents at the age of 6 through Ellis Island, NJ.  He met my grandmother in Detroit where she was born of Czechoslovakian parents and they married and spent the duration of their lives living a frugal lifestyle since they had both had experienced the Great Depression.  I watched them while growing up and understood what made them who they were. 

My father started in an auto parts fleet business as a young man and worked a lifetime career of 42 years in that same business, becoming a majority owner.  My mother worked numerous jobs over the years to make sure my brother and I had the same opportunities as our friends.  My parents were diligent savers and today they enjoy a great retirement lifestyle in Paso Robles, CA.

Giving Back

There are 3 programs locally that I feel strongly about.  WinterWish is a 36-year old seasonal charity that gives gifts and food to local students and their families that our community school district teachers identify.  All  incoming donations are spent on the needs of students and all hours are volunteer.  Winterwish has touched my life in some meaningful ways over the past 17 years.

Supporting local athletes through a community-based organization called Fellowship of Christian Athletes is important to my wife and I.  Both my son and I played the game of soccer (or futbal appropriately) and learned a lot about competing in life.  Athletes face many challenges and need a lot of positive encouragement.

I host a weekly men's ministry group at our family home each Tuesday night throughout the year.  I've learned so much over the past 5 years with this group.  I just want to help other men that I enjoy spending time with.