I have over 24 years of experience in the financial services industry, having worked for Charles Schwab, The Hartford, Morgan Stanley, Bank of America, previous managing partner and founder of Placer Summit Financial Group and currently CEO of FC360, Inc.FC360 offers a full circle 360 degree experience to our clients. We are a comprehensive resource that offers services in investment management, tax preparation and filing, tax representation, health insurance services, life insurance services, estate planning and business services.Our clients enjoy working with a firm that offers a solution to managing their investments, preparing and filing their taxes, creating and updating their estate plan (such as living trusts), and many other financial benefits.Working with FC360 allows our clients to discuss their situation, questions, goals, dreams, fears & wishes without having to worry about being sold a product or unsuitable investment. Our clients are important to us and are treated as individuals not account numbers. We do not offer any commission based products allowing us to eliminate the industry’s highest conflict of interest. Our services are transparent, meaning no commissions, no fee stacking & no hidden fees.Specialties: Retirement goal planning, tax advantaged investment strategies, traditional and custom investment vehicles that may include stocks, bonds, exchange traded funds, mutual funds and conservative option strategies.