Team profile


Planning for a confident retirement

Planning for a confident retirement

We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. We start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, we can help take the uncertainty out of planning for your financial future. Working together, we can help you feel more confident, connected, and in control of your financial life.

Planning for a confident retirement

Areas of focus

  • Retirement Planning Strategies
  • Intergenerational Planning
  • Estate Planning Strategies
  • Investment Management
  • Divorce Financial Planning
  • Wealth Preservation Strategies
  • Small Business
  • Executive Compensation and Benefit Strategies
  • Social Security Retirement Benefits
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Women's Financial Strategies
  • Insurance
  • Charitable Giving
  • Business Retirement Plans
  • Family Finances
  • Investments
  • Cash Flow Management Strategies
  • Retirement Plan Distribution
  • Saving for Education

Community participation

  • Financial Planning Association of San Diego
  • Rancho Santa Fe Rotary Club
  • Del Mar Solana Beach Rotary Club
  • The Junior League of San Diego
  • SDSU Aztec Club
  • Community Resource Center