Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
35
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Tax Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies

Qualifications

  • Series 7, Series 63, Series 65, and CA Insurance #0808053

Education

  • BS Business Administration-Finance, San Francisco State University, 1973

Previous experience

  • AMERIPRISE FINANCIAL SERVICES, INC., 2011 - Present
  • H.D. VEST INVESTMENT SERVICES PALO ALTO, 1989 - 2011

Community participation

Rebuilding Together

Interests

I enjoy having breakfast with my family on Sundays because it's the one time during the week that we relax and spend quality time together.

I also like to take long strolls with my wife around our neighborhood.