Helping you live your life with financial confidence.

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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, retirement, 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 am 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 includes group exercise classes, yoga and mixed martial arts. I also enjoy various outdoor activities including golfing, fishing and camping.  You may also bump into me at various car events throughout the Bay Area or 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.  By taking the time to interview you about your immediate and long-term objectives, we can develop a customized strategy and action steps.   Many changes in life can warrant major financial adjustments, such as starting a family, changing careers, selling a business, divorce or retirement.  Our disciplined process will help you monitor your progress and keep you on track to stay on the course of living the life you desire.

The ideal client is an individual, couple or business owner seeking a long-term personal financial planning and asset management relationship. They are willing and able to take control of their financial lives and recognize the need to build a trusting partnership with an experienced financial service professional so that they can focus on what they enjoy and do best.  Studies have shown that those who continuously collaborate with a CERTIFIED FINANCIAL PLANNER™ professional experience less stress and anxiety (personal, professional and financial), enjoy better health and well-being and accumulate more capital than those who call themselves “do-it-yourselfers.”

 

 

DIVORCED OR WIDOWED WOMEN

"Overwhelmed." That’s the most common feeling word I hear from independent women who are going through a transition, typically divorce or newly widowed. 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 to make the best decisions for yourself.  We are here to help as part of your team who understands you and your situation to provide the peace of mind you are looking for as you begin the 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 am in your shoes and I get it - raising a family is not 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 on 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 form of transportation rather than emotion.  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, can be complicated and involves 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, travelling or other special interests, we can work together to enhance the joy in your life.   

 

 

CERTIFIED FINANCIAL PLANNER™ professional 

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