Whether they are ready to retire now or have recently retired, our clients want specific solutions to challenges they’ve never faced before. They have worked hard their entire lives to get to this moment and don’t want to make mistakes that could derail their retirement plans. Our clients typically have concerns around: How will we replace our paychecks in retirement?How much can we spend without the fear of outliving assets?How can we reduce taxes on our retirement income?What happens if there is another market crash as soon as I retire?What does relocation to another city or state do to my retirement picture?What is the best Social Security strategy for us?Is there enough protection in our plan for the surviving spouse?Our Free RetireNow™ Checkup Process evaluates where you currently stand and how you can address three big obstacles to your ideal retirement:Maximizing your incomeReducing taxesProtecting your nest eggTo enjoy a deeply fulfilling retirement, contact our San Diego or Los Angeles office and make the next phase of your life the best phase.

Responsible for the expansion of a large, San Diego based RIA in Los Angeles. I was solely responsible for business development and acquisition of new clients.-Acquired $35mm in assets in roughly 12 months.-Taught retirement planning courses at UCLA and Cal State Northridge University. -Developed a center of influence network consisting of accounting, estate planning and real estate professionals.

A fee-only financial advisory firm focusing on comprehensive financial planning for affluent individuals, families and businesses. In addition to planning, services included::-Cash Flow Management-Goal Planning-Retirement Planning-College Planning-Tax Planning-Asset Allocation and Investing-Risk Management and Insurance-Estate Planning

Work with high net worth clients and prospects with investable assets between $1-20mm. Was nationally recognized as a top ten producer in 2011. Collaborate with lenders and other internal partners to identify investment opportunities with clients/prospects and construct customized investment strategies taking into consideration wealth transfer goals, income needs and tax sensitivity.

Dedicated to the Private Client Reserve Team working with high net worth individuals in the areas of wealth transfer, asset management and tax efficient investing. Worked closely with private bankers, wealth management advisors and portfolio managers to deliver a holistic financial planning approach to clients.

Responsible for the investment production of three retail branches for Union Bank of California. Worked collaboratively with CPA’s, estate planning attorneys and other financial planners to implement comprehensive financial plans for high net worth individuals and business owners. Responsible for supervising and mentoring a licensed assistant.