About My Practice
My typical client is referred to my practice by an established client. Generally, they are looking to establish a working relationship with a trusted advisor to manage their financial affairs. Typically, this will involve overseeing trusts, managing portfolios, and working in conjunction with their CPA and Attorney. Many of my clients are looking for assistance in planning for their Parent's welfare and long term care.
I have generaly background as most CFP's of understand portfolio management and insurance needs. My real experience is working in the area of elder care and long range care planning for the elderly. Well versed in the area of Medicaid regulations.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63
Life insurance: CA, Health/disability insurance, Fixed annuities: CA, Variable annuities
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - Certified Estatecare Advisor (TM)
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
Your planner has been saved.
To view, print, or e-mail your saved planners anytime during your visit, click the Saved Planners link to the right.