Pension Portfolios
2025 Bonita Avenue
La Verne, California 91750
909-596-1000
800-359-7560
Fax: 909 596-5230
Year Practice Began: 1987
Number of advisors in firm: Five
Clients: 1000+ (firmwide)
Clientele: Individuals with lump sum payments from 401(k)s, pensions, and buyouts
Compensation method: Commissions and 12b-1 fees
Licenses held: NASD principal and general securities licenses; California life and disability agent license
Broker/dealer affiliation: Royal Alliance
Education: AS in Aviation from Mt. San Antonio College, Walnut, California; BS in Marketing and MBA from California State Polytechnic University, Pomona, California
Previous incarnations: Positions with Kelly Services in California and Wichita, Kansas; six years with other financial firms. Retired Air Force Reservist, where he was a flight engineer on the Lockheed C141B Starlifter jet transport
Outside interests: Not many other than his two sons who both recently graduated from college; just took first vacation in five years to visit China for three weeks with wife, Lori; hopes to travel more
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