I own and manage a personal and small business financial advisory company based in Orange, CA with an office in San Diego, CA. I have worked in this industry for over 35 years and currently serve about 200 clients located all over the US and the world. We also analyze and recommend employee benefit programs for our small business owner clients. Thank you for visiting this profile!Securities and advisory services offered through Woodbury Financial Services, Inc.(WFS), member FINRA/SIPC… Show more I own and manage a personal and small business financial advisory company based in Orange, CA with an office in San Diego, CA. I have worked in this industry for over 35 years and currently serve about 200 clients located all over the US and the world. We also analyze and recommend employee benefit programs for our small business owner clients. Thank you for visiting this profile!Securities and advisory services offered through Woodbury Financial Services, Inc.(WFS), member FINRA/SIPC. WFS is separately owned and other and other entities and/or marketing names, products or services referenced here are independent of WFS. Please visit our website for additional disclosures. Show less

Chaired finance committee and served on the board of directors of the UC San Diego Foundation. As Vice Chair, I conducted meetings when the Chairperson was absent. Interviewed and vetted asset management firms and made recommendations to the board of who to hire to mange assets on the foundation's behalf.