We help people that don't have the time, knowledge, or desire to plan and manage their retirement finances on their own. Through careful planning and guidance we help you reach your goals. I have been helping people for 25 years and look forward to many more years.
I hold and maintain licenses as follows; Series 7, 6, 65, 63, 24 and a California Insurance license.
I have also earned the Accredited Investment Fiduciary®(AIF) and Certified Wealth Strategist®(CWS) designations
I enjoy helping people discover that they can have a good retirement, if they plan and have a roadmap. Having time to do the things that they want to do is also gratifying. My motto is "enjoy the moment", in whatever life stage you are in. Life is to short, so enjoy the people in your life, there are places to see and discover. Leave the planning and mangement of your finances to me and my staff.
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Initial meeting - discover what the clients goals and objectives are
Second meeting - review from first meeting and discuss options/plans to achieve goals and objectives
Third meeting - Decision to implement or make adjustments to plan then implement
Accredited Investment Fiduciary®(AIF)
Certified Wealth Strategist® (CWS)