About My Practice
About My Practice
Since 2001, I have been providing investment and retirement planning services. With my background in a broad range of financial disciplines, I am able to help affluent investors find the most appropriate solutions for their needs.
I adhere to a prudent approach to managing your money. My asset management process starts with learning about you and your goals. I go beyond your portfolio to take a comprehensive look at all aspects of your financial life and provide guidance to set you on a path to financial well-being.
Many of clients are already retired and are concerned about running out of money or are actively planning for retirement and want to be sure they are saving enough. Because this is a complicated area, I use a team of experts to deliver objective advice and customized solutions.
I strive to provide clarity about the future and simplify my clients' lives.
Experience
2010-2011 Financial Planning Associate
Morgan Stanley Smith Barney;San Francisco, CA
2004-2010 Financial Advisor
Ameriprise Financial Services, Inc.; Fresno, CA
2003-2004 Financial Services Specialist
State Farm Insurance; Clovis, CA
2001-2003 Financial Advisor
Morgan Stanley; San Francisco, CA
2000-2001 Associate
Financial Relations Board; San Francisco, CA
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63, 65
Insurance Licenses
Life insurance, Health/disability insurance
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Broker-Dealer Affiliation
None/NA
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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