I come from a long line of financial industry business professionals. My decision to become a Financial Advisor was influenced by my father who was a graduate of the first College of Financial Planning (CFP) class of 1972. As I guide people to plan for their later years in life, I like to think that I am continuing a family legacy of helping others.

For the past 36 years, I have honed my commitment to clients by always doing what is best for my clients. Some of my first clients still work with me and continue to refer their friends and family. I am very proud of this accolade.

As an advisor, I enjoy helping clients, such as you, with financial planning—whether it is the formulation of a retirement plan, guidance through an employment transition, help with maximizing Social Security benefits, or reducing your tax liability.

I am proud to be recognized for my commitment to my craft, most recently by the College for Financial Planning for 30-plus years as a CFP^® practitioner. I am also a FINRA arbitrator and am held to a higher standard when it comes to doing what is right for my clients.

I recognize that everyone and every situation is different. When meeting with you, I will carefully assess your current portfolio, rebalance it using active and passive strategies, and then design a plan to integrate growth potential, risk management and flexibility—while keeping costs to a minimum.

Outside the office, I enjoy spending time with family. I am a longtime volunteer for the Senior Center of San Diego, where I work with homeless seniors. I love classic cars, tennis, and golf, but I am passionate about cooking. I have a large family with five grandkids and cooking with them is one of my favorite things.

If you would like to know more about retirement strategies, stocks, or general financial planning, give me a call or email. I look forward to speaking with you.

Qualifications: holds series 7, 24 and 65 securities licenses; life and health insurance licensed with variable endorsements. CA Insurance License #0654652