Understanding Today’s Financial Environment
As a fifth generation San Franciscan, a father of four, and a Financial Advisor since 2000, I understand that we all face unique financial challenges. The list of financial concerns and considerations facing us today is seemingly endless. And there are no easy answers or a solution that fits everyone.
My approach is to help you invest strategically, reduce your exposure to taxes, meet your insurance needs and provide a plan to successfully transfer your wealth to your children and grandchildren.
I can provide you with the following financial services:
- Managed asset plans - for professional fee-based portfolio management through LPL Financial
- Tax-advantaged investing - to reduce your tax liability and let more of your money work for you
- Cash flow analysis - for everyday budgeting
- College planning - long-term planning to ensure you’re ready
- Retirement planning - to design an investment strategy to help you meet all of your retirement goals
My commitment to helping you pursue your financial goals combined with my strong community and family values provides the foundation on which trusted relationships are built.
Learn more about my background and financial planning philosophy.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Rightsizing for Retirement
What does your home really cost?
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Here are 4 great, and sometimes unexpected, places to raise a family.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
One of the most common questions people ask about Social Security is when they should start taking benefits.
A four-step framework for building a personal legacy.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator demonstrates the power of compound interest.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Assess whether you are running “in the black” or “in the red” each month.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to better see the potential impact of compound interest on an asset.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
With alternative investments, it’s critical to sort through the complexity.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
When should you take your Social Security benefit?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Understanding the cycle of investing may help you avoid easy pitfalls.