My Approach
I understand that you have a lot at stake in today’s complex markets. You’ve worked hard over the years to build your net worth. Now, you're looking for ways to safeguard your dreams while still finding appropriate investing opportunities to help you reach them.
That's where I can help. I'll start by listening to your goals and dreams for the future, and work with you to build a financial plan tailored to those goals that includes wealth protection strategies appropriate for today's market. In addition, I'll work with you to find investing opportunities that are aligned with your plan.
That's why now, more than ever, you need a plan.
Areas of Focus
- Retirement Planning Strategies
- Saving for Education
- Family Finances
- Domestic Partner Planning
- Small Business
License information
I am licensed and registered to conduct business in CA.
Based on licenses and registrations I hold, I may also conduct business in OR, UT, WI, AK, MD, FL, WA, AZ, CO, VA, MT, NV, NC, AR, ME, MI, MO, IN.
CA Insurance #0683358
AR Insurance #305890
Ste 630
Walnut Creek, CA 94596-4538
- Ameriprise Financial cannot guarantee future financial results.
- Ameriprise Financial and its representatives do not provide tax or legal advice. Consult with your tax advisor or attorney regarding specific tax issues.