By focusing on each investor's specific needs, I develop strategies that aim to help clients reach their financial goals. I have worked as a Financial Advisor to both individual and institutional investors since 1987.With an emphasis on continuing education, I earned the CERTIFIED FINANCIAL PLANNER (TM) (CFP®) certification in 2003 from the College for Financial Planning. For this certification, I have had to complete approved educational programs, pass rigorous examinations and meet stringent experience requirements.Making sure your wealth continues to work in support of the goals you have established takes careful planning. Such planning is not a single event - it is a process. As your life circumstances change, so must the investment strategies used to stay on course toward meeting your objectives. That is why I can work with you, one on one, to design investment strategies targeted to your specific needs and goals. Although I do not provide tax advice, I can work with your tax and legal professionals to help you stay current with tax law changes and estate plan issues to help preserve your wealth - now and for generations to come.CA Insurance License #0A10865This information is intended for use by residents of AZ, CA, CO, FL, GA, IA, ID, IL, IN, MA, MD, MI, MT, ND, NE, NM, NV, OH, OR, PA, TX, VA, WA, and WY only./*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social