CFP®, ChFC®, CRPC™
CERTIFIED FINANCIAL PLANNER™ professional
North Harbor Wealth Management
Areas of focus
- Wealth Preservation Strategies
- Women's Financial Strategies
- Retirement Planning Strategies
- Tax Planning Strategies
- Saving for Education
- Intergenerational Planning
- Social Security Retirement Benefits
CFP® CERTIFIED FINANCIAL PLANNER™
ChFC® Chartered Financial Consultant®
CRPC™ Chartered Retirement Planning Counselor™
- San Jose State University BS Corporate Finance, Minor Economics
- FAMILY – First and foremost, is my family. The values that I strive to impress on our sons in how to treat one another is an ongoing education in these challenging times.
- TRAVEL - Our travels have given us the opportunity to enjoy my son's different interests and explore new places or visit past locations.
- SURFING - One of my favorite sports to do, besides baseball.
- BASEBALL- Whether watching our local professional baseball team, or in the stands watching as a parent my son's team, this sport provides life lessons and entertainment.