About My Practice
I work with individuals who are concerned about college funding for their children, building assets for their retirement, and making those assets last throughout their senior years. Helping small business owners and self-employed individuals establish tax-deferred savings plans is another focus of my attention.
I believe that a truly responsible approach to investing necessitates a "road map", or overall financial plan. Depending on the situation, this may involve such areas as cash flow analysis, risk management, tax minimization, investment diversification, retirement benefits, and estate planning. My clients' incomes range from modest to wealthy.
Experience
I have been a financial advisor since 1994. I received my certified financial planner designation in 1997.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 24, 63, 66
Insurance Licenses
Life insurance: CA, Health/disability insurance: CA, Fixed annuities: CA, Variable annuities: CA
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - CMFC
Broker-Dealer Affiliation
SagePoint Financial
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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