Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Investments
  • Retirement Plan Distribution
  • Insurance
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies
  • Employee Stock Options
38
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • Bachelor of Science, Business Administration Finance, California State University, Hayward, CA

Interests

I live in Danville with my wife, Kathy. Kathy loves to travel, and will be happy to arrange an African Safari trip for you. I have two grown sons, Mike and Christopher, both college (Economics) graduates (a "Duck" and a "Wildcat") living and happily employed in San Francisco and Santa Monica. I golf and have been a member of Crow Canyon Country Club for almost 10 years. I'm a Sailor working on my Coastal Passage Making certification, and a licensed pilot and an aviation enthusiast. I love to play the harmonica and have been known to join the band on stage to play the Blues.

Community participation

The One Hundred Club, Life Member.

Awards & recognition

  • Five Star Wealth Manager, 2014, 2016
  • Ameriprise Diamond Ring Receipient, 2011
  • Ameriprise Circle of Success, 2006-2016

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.