Each individual or business situation is unique, yet a lot of my clients share similar, high-level goals, challenges and risks. When one explores their financial goals, they embark on a journey; and as a Financial Advisor, I act as their Guide. Through a Discovery and Interview process, I’m able to understand my client’s unique goals and concerns. Together, we prioritize them and build a Master Plan.
Our Master Plan is designed to maximize and protect one’s personal finance, estate, and business succession and continuity plans, while also managing and mitigating financial risks that could become a setback in fulfilling one’s goals. A critical piece of this Plan is connecting with the other important resources in my client’s world, such as accountants, brokers and attorneys, to make sure we’re all aligned in helping our client achieve their goals.
I love what I do and enjoy being a resource to the families and businesses in my community. I love my family; my wife and I have two daughters and together we enjoy hiking, playing tennis, skiing and boating; I also enjoy playing golf.
Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian, CA Insurance License Number - 0C42329.