About My Practice
Investor's Capital Management, LLC is an independent firm that provides fee-only financial advice personalized to each client situation. We offer full service financial planning and investment management. As independent financial planners, we have a fiduciary responsibility to our clients and put their best interests first.
After 20 years as a Mechanical Engineer, I pursued my studies in the field of financial planning. This work plays to two of my strengths: a love of math and strategy and a genuine enjoyment of working with people. I work with my clients to coordinate their goals with their 401k and other retirement assets, cash flow, stock options, insurance needs, tax efficient strategies, and financial independence planning. I have a passion for giving financial advice to aid individuals and families in reaching their goals in a warm and respectful manner.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - BSME
Considerations: Minimum fee is $9000 per year for investment management and tax planning.
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