Where do you want to go? We'll get there, together.
Welcome, I’m Rene S. Licon, Jr., a Certified Financial Planner™ Professional in Whittier, California. I understand that employees and business owners face unique challenges as they prepare for retirement. I can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or estate planning, our personalized service focuses on your needs, wants, financial goals and objectives.
Words of Wisdom
"An investment in knowledge pays the best interest."
- Benjamin Franklin

Welcome to the family!
When you work with us, you're part of the family. Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come.

Your goals are our goals.
Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.

We go with you, wherever the road of life takes you.
We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.