Your family financial health is the goal.
The simple, powerful reason to focus on your financial health is to take good care of yourself and the ones you love. We’ll help you do both.
What I see that lights up my clients in our work together is when they are living their best life with peace of mind about their finances. Having an experienced partner to talk through life’s financial challenges, help analyze opportunities or better understand strategies gives them confidence in their decisions. Since 2003, being their trusted, fiduciary advisor has been rewarding to see the value I add creates improvements in their lives and the lives of their families.
I learned first-hand the devastating effects of lack of financial planning living through the dot.com bubble while working in high-tech. Uncertain about who to trust, what to do and being just too busy working, I watched my stock options burst. From that experience grew my passion to become a CERTIFIED FINANCIAL PLANNER TM (CFP®) and help others avoid those mistakes and thrive.
I take to heart my favorite message from the book, The Four Agreements: Be impeccable with your word; Don’t take anything personally; Don’t make assumptions; and Always do your best. Each of these agreements are a contract with myself and others. They are a reminder to me of fundamental principles I strive for each day to be a better advisor, parent, partner and person.
That applies to my family and community as well. My extended family and our two dogs live with me in Campbell, CA, where on a slow day I’ll be dreaming of my next trip to Italy. I am active with the Campbell Chamber of Commerce where I currently serve on the Board of Directors as well as Chair the Campbell Chamber Community Foundation. I am also a member of the Financial Planning Association and CFP Board.
CA Insurance License # 0D97822
Investment advice offered through Strategic Wealth Advisors Group, LLC., a registered investment advisor. Strategic Wealth Advisors Group, LLC. Potentia Wealth, and Potentia are separate entities.