Private Wealth Advisor
Time has allowed me to gather one experience after another to help guide my clients through life’s financial complexities. The past two decades provided an ideal foundation, giving me experience in every aspect of financial planning—from 401K distribution strategies and portfolio management to tax planning and estate planning. I’m able to draw on all of those experiences—as well as serving many family businesses—to build custom plans designed specifically for each of my client’s personal and financial goals.
My designation as a Certified Financial Planner as well as my Series 7 and Series 63 are held at LPL Financial. I also hold a CA Insurance Lic #0C76792. Through the years, I’ve honed my ability to create and implement cohesive wealth plans to help fulfill my client’s unmet goals and needs.
The key to our relationship is trust, integrity, attentive service and meeting regularly to make sure we stay on track to meet your goals and objectives.
CA Insurance License # 0C76792
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.