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Services

• Financial Planning
• Financial Professional
• Investment Portfolio
• Pension Planning
• Employee Benefit Planning
• Wealth Management
• Retirement Planning
• Life Insurance
• Mutual Funds
• Securities

Hours of Operation

About Us

Volatile markets. New tax laws. Upcoming retirement.

Working with an experienced financial professional to help you make sense of it all may be the smartest decision you'll ever make.

You need someone who knows how to help you grow and protect your wealth with appropriate financial and insurance products. As a financial professional, I can provide assistance on a range of financial issues matching your investment portfolio with your risk tolerance, time horizon and investment objectives to suggesting alternatives to help protect your assets.

As a Prudential financial professional, all of my experience and skills are at your disposal.

Professional

• Fee Based Financial Planner since 1998
• Experienced in Pension and Employee Benefit Planning
• Experienced in helping affluent Pre and Post retirement households grow and protect their wealth
• As a former 10 year client of a financial planning firm, I know how much I valued objective, appropriate advice. I seek to provide the same professional service I expected.

Education

• 1984 BA in Political Science from University of California, Los Angeles
• 1993 MBA in Finance and Accounting with a minor in Investment Theory from University of California, Davis

Personal

• A resident of Walnut Creek, California
• Married to a local attorney, with a 19 year old daughter and 15 year old son
• A Colonel in the United States Marine Corps Reserve
• Former Chairman of the Walnut Creek Chamber of Commerce Board of Directors
• Member of Walnut Creek Masters Swim Team 

Licenses & State Registrations