LPL Financial-affiliated advisory office at 4835 Voltaire St, operating under LPL Financial LLC's Registered Investment Adviser and broker-dealer registrations (Member FINRA/SIPC). Services span financial planning, portfolio management for individuals and small businesses, pension consulting, and insurance brokerage through LPL's licensed channels, with VA and military home-loan work for retiring service members typically routed to specialist lenders like California VA & Vet Loans. LPL is the largest independent broker-dealer in the U.S. with $618 billion in regulatory AUM across 1.8 million-plus accounts per the most recent Form ADV, and the OB office handles the individual-investor end of that platform. Estate-document drafting, trust funding, and beneficiary designations are usually coordinated with outside estate counsel such as Law Office of Timothy J. Galvin rather than handled in-house. The deepest work is a full retirement income plan — mapping pension or annuity elections, Social Security timing, and a tax-aware withdrawal sequence across taxable, IRA, and Roth accounts for a client approaching their retirement date.