Serving Pasadena

A Registered Investment Advisory Firm

155 N Lake Avenue
Suite 780
Pasadena, CA 91101

(626) 795-2944
(626) 795-2994


Pasadena, CA TEAM



Fritz Miller

Senior Partner
CFP®, ChFC®, AIF®

Robert J. Curtiss

Financial Advisor
CFP®, CWS®, AIF®

John Rasic

Associate Advisor

Stephanie Mills

Client Services Manager

Tailored to meet the unique needs of affluent individuals, institutions, and corporations


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