Our Qualifications

We have been working with individuals in the area for over 30 years.

We believe in helping you assess your financial goals and participate in the personal management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. We are a fee based practice which strives to provide exceptional customer service and personal attention to your plan.  The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We’re looking forward to using our expertise, knowledge, and resources to help you pursue your financial goals.


Daryl Serizawa is a certified National Social Security Advisor

NSSA® is the only Accredited Social Security Certificate program in the nation