Helping you live your life with financial confidence.

 

 

 

As a CERTIFIED FINANCIAL PLANNER™ professional, I use my passion for helping others and financial expertise to provide a personalized approach toward life planning. I focus on investment, tax and insurance strategies for individual families and small business owners. My work blends analytical thinking, a client-oriented mindset and a strong sense of ethics to earn the trust of others. I engage with clients in all levels of financial knowledge, empowering them to make smart, educated decisions. I am patient and compassionate and look forward to enjoying the mutual partnership we build together. 

I'm a family man, with two incredible children and a loving wife. We live in Marin County and enjoy the countless amenities the Bay Area has to offer. In between family time and my practice, you will find me committing to my fitness regimen that include group excerise classes and mixed martial arts. You may also bump into me at various car events throughout the Bay Area or at a local Cars and Coffee.

 

WHO WE SERVE

Every area of your financial life overlaps, which is why we use a comprehensive wealth management approach towards your life planning. That approach considers your desired goals and supports those goals through investment, insurance, tax and wealth transfer strategies.  

 

 

DIVORCED OR WIDOWED WOMEN

"Overwhelmed." That’s the most common feeling I hear from recently divorced and widowed women. There are retirement accounts to change, legal decisions to make, insurance to deal with and plenty of small details that seem to come from nowhere.

You may not have any interest in becoming a financial expert, yet you may feel like you must in order to make the best decisions for yourself.  Having a team who understands you and your situation can provide the peace of mind you are looking for to begin your next chapter in life.

 

 

 

YOUNG FAMILIES

Silicon Valley and San Francisco have become a mecca of jobs and growing professionals.  Young families often manage an incredible amount of work hours while juggling a growing family, hobbies and a social life.

Finding a financial advisor that is relatable, knowledgeable and trustworthy can be difficult.  But I’m in your shoes and I get it - raising a family isn’t easy.  I enjoy partnering with young families to take the guesswork out of financial strategies.  This will leave more time for you to feel balanced and focused with your family.

 

 

CAR ENTHUSIASTS 

The love of engines, speed, noise and thrill has given way to unexciting cars that the majority of the population only sees as a means of transportation.  Fortunately you have someone like myself that can share your passion for cars while providing a roadmap to your financial success. 

Financial planning, like cars, is complicated and can involve hundreds of moving parts.  I take pride in understanding your life goals and using my team, discipline and unemotional process to help you cruise through the twists and turns life brings you.  Whether it's cars, traveling or other special interests, we can work together to enahnce the joy in your life.   

 

 

CERTIFIED FINANCIAL PLANNER™ professional 

CFP® and CERTIFIED FINANCIAL PLANNER™  professional are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.