Wealth Advisor
CurrentI help individuals and families develop a strategy to reach their financial goals and live generous lives. These financial goals could include:• Investment management• Saving for retirement• Protecting families with life insurance• Tax-efficient investing• Saving for a child’s college education• Charitable giving to their favorite organizations or causesCA License 0H73461Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the United States, which it awards to individuals who successfully complete the CFP Board's initial and ongoing certifications requirements.