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
  • Insurance
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Social Security Retirement Benefits
  • Retirement Income Strategies
29
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

  • M.B.A., 1982, Finance, California Polytechnic University Pomona, Pomona,CA
  • B.S., 1978, Electrical Engineering, Calif State Univ Long Beach, Long Beach, CA

Interests

My wife Karen and I were married rather late in life so our immediate family consists of a shih tzu, Chino, and two cats, Ms. Kitty and Idgit. Like any proud parent we have pictures on our phones and are happy to share them with anyone.

Both of us take our physical and mental health quite seriously so we always try to eat right, take ourselves with a grain of salt and get regular exercise. The morning routine is a few miles on the treadmill, she while reading a book and me while catching up on the overnight market news on CNBC.

We give back to our local community by donating time, food and/or money to various charities throughout the year.

Community participation

I am a big supporter of Habitat for Humanity and the local food banks through donating time and money.

Previous experience

  • Business Manager, Breault Research Organization, Tucson, AZ, 1986-1993
  • Project Manager, Hughes Aircraft Company, Tucson, AZ, 1983-1986
  • Design Engineer, Northrop Corporation, Anaheim, CA, 1978-1983