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 continuing to be a fiduciary and 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.
FORBES Best-In-State Wealth Advisor, California, 20191
Qualifications: holds series 7, 24 and 65 securities licenses; life and health insurance licensed with variable endorsements. CA Insurance License #0654652
CFP® and CERTIFIED FINANCIAL PLANNER™ 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.
1 The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research is based on an algorithm of qualitative criteria and quantitative data. Those advisors that are considered have a minimum of 7 years of experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Out of 29,334 advisors nominated by their firms, 3,477 received the award. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC