Private Wealth Advisor & LPL Registered Representative
Previous to launching my career in financial planning I had enjoyed 20+ years of successful Account Management at a number of Silicon Valley high-tech firms such as Xerox Corporation, Sun Microsystems, and Symantec. Although corporate America was excellent to me and my family, enduring the “boom and bust” of the roller coaster years throughout the 90’s and the “dot.com” meltdown in 2000/2001 caused me to realize that there was an opportunity to help others navigate what can be tumultuous financial markets. As they say, everyone is a genius when the markets are producing big gains, but when things get volatile it’s the unemotional, objective, steady hand of a financial consultant such as myself that can be key to your financial journey.
My practice is based upon establishing clear expectations and consistent communication in order for each client to develop the trust and confidence necessary to feel that they’ve made the right decision in seeking my guidance for their financial planning needs. I don’t use industry-specific financial jargon or acronyms that mean little or nothing to you. I strive to make sure that each client understands the overall strategy and approach we should take to focus on pursuing financial freedom. By always keeping the client’s priorities clear and at the forefront of the conversation, I am able to help map financial strategies tailored for that client’s unique situation in order to sensibly work towards their goals.
If you think we might be a good match and you would like to explore partnering with me, then please feel free to send me an email or call my office to set up a complimentary, no obligation, consultation. Once you take this first step I think you will feel a sense of liberation knowing that you have taken charge of your financial future and not left it to chance. After all, it’s your money – you should have a plan for it!
CA Insurance License # 0F77481
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