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

  • Investments
  • Family Finances
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Insurance
  • Social Security Retirement Benefits
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠

Interests

Married with 2 daughters who have graduated college and are working. Reside in San Jose Almaden Valley area (30 years).

Enjoy Golf and Skiing.

Previous experience

  • Tax Analyst and Office Manager, H&R Block, Jan 2002 - Mar 2005
  • Director, Technical Support & Quality Assurance, Network Peripherals Inc., Jan 1996 - Apr 2001