Let’s connect
The first conversation
costs nothing.
Schedule a 30-minute introductory call or send us a note. No obligation, no pitch — just a genuine conversation about whether EQ is the right fit.
Let’s connect
Schedule a 30-minute introductory call or send us a note. No obligation, no pitch — just a genuine conversation about whether EQ is the right fit.
Office
501 Deep Valley Drive, Suite 202
Rolling Hills Estates, CA 90274
Phone
Client Portal
Office Hours
Monday – Friday, 8:30am – 4:30pm PT
Virtual meetings available worldwide
LPL Financial — Member FINRA/SIPC
Securities offered through LPL Financial. Investment advice offered through Mariner Independent Advisor Network. Learn more about our institutional partnership →
30 minutes. No obligation. No pitch. We use this call to understand your situation, share how EQ works, and determine whether we’re the right fit for each other.
Or call us directly: 424-394-0800
Request more information
Tell us a little about your situation and we’ll send you relevant information. No pressure, no follow-up calls unless you ask for them.
We follow up within one business day. Worldwide virtual meetings available for clients outside the Palos Verdes area.
Fill in what you’re comfortable sharing. Only Name and Email are required.
Occasional market commentary, equity planning insights, business owner perspectives, and wealth strategy — in your inbox when it matters.
Occasional and thoughtful. Never spam. Unsubscribe anytime.
501 Deep Valley Drive, Suite 202
Rolling Hills Estates, CA 90274
Open in Google Maps →
Office Address
501 Deep Valley Drive, Suite 202
Rolling Hills Estates, CA 90274
Directions
Located in the heart of the Palos Verdes Peninsula. Convenient to Palos Verdes Estates, Rancho Palos Verdes, Rolling Hills, Manhattan Beach, and Torrance.
Virtual Meetings
We serve clients worldwide via video call. Geography is not a barrier to working with EQ.