Hi, and thanks for visiting my web site!
I am a financial advisor. I help people with their investments and have been doing so most of my life – it's all I've ever wanted to do. I have been a financial advisor since 1983.
I will guide you in all aspects of your investments: investing for retirement, for college tuition, for a new home or a vacation home; helping take care of the financial needs of aging parents, or millennial kids, or analyzing insurance needs; these are the kinds of things with which I have helped many families for over three decades. If you are my client, and you have a need for advice or guidance with regard to financial concerns, I will take care of you!
My 35+years of giving financial advice, combined with my Bachelor of Science degree in Finance, (California State University, Northridge, '82) provide me with the experience to help clients pursue their financial goals. I have also attained the Accredited Investment Fiduciary® certification.
When helping clients, my two main goals are:
- to help you determine what your retirement should look like, and
- to help you create a strategy in pursuit of your goals.
I believe that if time is money, then money is time - I want to help make you more time.
If you let me, I'll take care of you.
Please take a moment to click "About Us", above, then "Featured Links" for our most recent updates and postings.
