With over 35 years of experience as a financial advisor, I specialize in independent wealth planning and investment advice for individuals, families, endowments, and foundations. I focus on building lasting relationships and guiding clients through life events such as business sales, retirement, divorce, and inheritance, helping them achieve financial independence.As a Senior Investment Advisor and Managing Director at Litman Gregory Asset Management, I address diverse financial needs, including education funding, tax planning, charitable giving, interfamily wealth transfers, estate planning, and asset protection. My approach is personalized, aligning strategies with each client’s unique goals.For endowments and foundations, I act as an outsourced Chief Investment Officer, collaborating with investment committees on asset allocation, manager selection, and providing detailed reports. My clients include educational institutions, community foundations, and service organizations.Beyond work, I’m an avid cyclist, participating in Best Buddies charity rides to support adults with intellectual disabilities. I’m honored to be named a 2024 Forbes Best-in-State Wealth Advisor (Northern California – High Net Worth)* and serve on the Advisory Council for Schwab Charitable (DAFgiving360), where we aim to make charitable giving more efficient.I look forward to connecting with individuals and organizations passionate about thoughtful financial planning. Reach out to start a conversation!*Data provided by SHOOK® Research, LLC — Data as of 6/30/23. Forbes America’s Top Wealth Advisors and Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com.SHOOK is a registered trademark of SHOOK Research, LLC.
