Broker Check

3433 American River Drive
Ste. B
Sacramento, CA 95864

Phone: (916) 273-7676
Fax: (916) 273-9209


In The News


"The Last Word"

April 1, 2016

Personal Finance: Financial advisers measure the value a father brings to a family

What's a dad worth? The correct answer, of course: Priceless.

June 17, 2012

Personal-finance class opens students’ eyes

April 24, 2011

'Ask the Experts'

Column in newsprint and online answering various financial and investment questions from readers

Bruce Kajiwara: 'Super Volunteer'

CPA magazine , September 2008

Featured as a Financial Literacy Hero in Planner, the AICPA’s newsletter of the Personal Financial Planning Section.
July/August 2008.


Sacramento, CA

  • Explained AICPA's Feed the Pig program to provide resources for financial literacy, 2010
  • Interviewed regarding Financial Literacy and the Summit on Financial Literacy, April 22, 2008



  • Financial Planning
  • Retirement Planning
  • Investment
  • College Planning
  • Financial Planning Designed for Women

Financial Planning and Investment Management
April 2011, February 2012, February 2013

California Society of CPAs, Financial Literacy Committee

How to Present a High School Financial Literacy Program
October, 2012

Presentation of CalCPA's High School Financial Literacy Program –
Various dates

Hiram Johnson High School
Burbank High School
Delta High School
West Campus High School
Adelante High School


Outline of a Financial Literacy Program for Your Constituents

References in Publications

  • Referenced in the book – Save Wisely Spend Happily: Real Stories About Money and How to Thrive from Trusted Advisors by Sharon Lechter, 2012, American Institute of Certified Public Accountants, Inc.
  • Quoted regarding Financial Literacy in, September 1, 2009
  • Quoted Sacramento Bee regarding investment advice May 25, 2008
  • Quoted Sacramento Bee answering a reader’s questions May 4, 2008
  • Quoted in Oakland Tribune regarding college IRAsJanuary 13, 2003
  • Quoted in June 2007 issue of Financial Literacy BUZZ regarding delivering Dollars and Sense seminars
  • Quoted in magazine article for California CPA regarding warnings about retirement, May 2007
  • Quoted in magazine article for California CPA regarding bringing financial literacy to the classroom, March/April 2007
  • Quoted in April 2, 2006 Sacramento Bee

 Other Accomplishments

Investment Committee of the California CPA Education Foundation Board of Trustees 

2010 to current