About My Practice
Customized Wealth Management’s (CWM) goal is to use our 30+ years of experience combined with reliable, personalized service to earn the privilege to help manage your financial future including investments, retirement plans, tax strategies and estate planning. We assist specially selected high-achieving clients design and implement complete wealth management practices in a tax efficient manner to help achieve financial goals such as:
· comfortable retirements,
· organized household finances,
· successful wealth preservation,
· prudent tax strategies,
· thoughtful estate transfers.
CWM can prepare tax returns for Individuals, Trusts, Estates, Corporations, Partnerships, and LLC's. We use powerful financial and tax software to process tax returns and research the latest information about your financial and tax situations and then analyze "what-if" scenarios. You can use this knowledge to alter the circumstances while there is still time to maximize your financial opportunities and minimize your tax exposure. We can implement your financial investment strategies and personally represent you at IRS audits or reviews. The result is integrated wealth management and tax strategies to help achieve optimal financial results.
Independent CPA, CFP®, MBA with 30+ years of excellent experience and academic background in taxes, investments, teaching, financial analysis and systems development. Has advised a wide variety of individuals, families, retail stores, service businesses and manufacturing operations concerning tax, retirement, estate, financial and accounting matters.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63, 65
Life insurance: AZ CA CO FL ID NM NY WA WI, Health/disability insurance: AZ CA CO FL ID NM NY WA WI, Fixed annuities: AZ CA CO FL ID NM NY WA WI, Variable annuities: AZ CA CO FL ID NM NY WA WI
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Public Accountant (CPA)
1st Global Capital Corp
Securities offered through 1st Global Capital Corp. Member of FINRA, SIPC.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.