Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Tax Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
33
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

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

Education

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

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.

Community participation

Rebuilding Together

Previous experience

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