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.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
For homeowners who think their property taxes are too high, there are ways to appeal.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate your monthly and annual income from various IRA types.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much you have the potential to earn during your working years.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Here’s a quick guide to checking to see if you have unclaimed money.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Learn how to harness the power of compound interest for your investments.