Advisor profile


My approach

I like working with a limited number of clients so that I may provide personal and customized strategies to help you plan to reach your goals.

As we have seen, investment markets experience occasional extreme movements and it is my hope to help guide my clients through these times in view of their short- and long-term needs while pursuing their long term goals. I believe that having a financial plan in place before such an event occurs can help my clients avoid mistakes while maintaining more peace of mind.

I believe financial planning goes beyond investments and that you should look at the whole picture to evaluate and plan for yourself and your family, under various circumstances. I use a comprehensive financial planning approach to help you address each of your needs and goals.

I will work with you to coordinate your employment benefits, insurances, and risk management and estate planning strategies. I believe that personalized investment and tax planning strategies are important parts of planning for your goals and that my 18 years of experience with Ameriprise, can help you feel more confident about your financial decisions.

Having a small practice enables me to focus more deeply on each clients individual needs and provide timely and relevant advice.

Areas of focus

  • Investments
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education

Education

  • MBA,University of California Berkeley Haas School of Business, 1995

Awards & recognition

  • Ameriprise Circle of Success, 2016

Previous experience

  • Ameriprise Financial Services, Since 8/2004

Community participation

  • Volunteer AYSO soccer coach
  • Volunteer work for Rebuilding the Peninsula
  • Spent some good time at Second Harvest food bank boxing food for people in need, twice this year.

Interests

  • As the father of two teenagers, I enjoy working with families and understand the unique challenges for today's families. I am feeling the pain of college expenses, but I was prepared.
  • Speak French and limited Spanish and Mandarin Chinese. I lived in France twice, Spain once, and Tianjin China for 5 years.
  • I've spent much of the Pandemic with DIY projects at my aging home. Lately I've been building planter boxes, and then elaborate defense systems to prevent local varmits from eating my home grown food!

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.