Overview

I'm a new advisor in the Oakland, SF, Bay Area looking to possibly buy a book. I'm interested in managed accounts and annuity clients.

I focus on delivering a comprehensive approach to managing wealth that begins with listening to a client’s needs and helping to ensure every strategy is grounded in understanding what each client wants to achieve. I am driven by my passion for delivering excellent service and helping clients pursue their goals.

I am continuously participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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