Overview

I am dedicated to helping clients discover, plan, invest, and protect their resources, to achieve financial freedom and leave a legacy for the future. Financial situations can have so many complex pieces to juggle that it’s often overwhelming. We encourage our clients to think of us as a financial counselor, developing strategies, managing logistics and making sure that their journey unfolds for whatever way is right for them.

My professional team has years of experience taking clients through the extensive planning process customized for their specific situations. We believe that the mutual trust and respect that come with long-term relationships enable clients to feel confident and experience the sense of well-being associated with the alignment of their values, goals and dreams.

I’m interested in hosting meaningful conversations with likeminded advisors within five hundred to seven hundred miles of my current location who align themselves with the above core values. I am open to further opportunities outside of California if works well with your client’s best interest.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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