To provide individuals and families with a trusted and enduring advisory relationship that empowers them to achieve financial independence and enjoy a more fulfilling life.
I am a CERTIFIED FINANCIAL PLANNER™ practitioner and Registered Investment Adviser with State of California Department of Business Oversight, and have been providing financial services in California since 1986. I hold a Bachelor’s Degree in Business, and have completed the CFP® Professional Education Program of College for Financial Planning in Denver, Colorado. I have been a Board Certified Financial Planner® Practitioner since July 1992.
I provide two primary financial advisory services, namely:
1) Financial Planning
2) Investment Management Services
Some clients may engage my services for the sole purpose of financial planning, while others may choose to pursue investment management services only. I believe clients who utilize both services are best served.