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.
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Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Purchasing homeowners insurance is critical for protecting your home.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
This worksheet can help you estimate the costs of a four-year college program.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator helps estimate your federal estate tax liability.
This calculator can help you estimate how much you may need to save for retirement.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
How federal estate taxes work, plus estate management documents and tactics.
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 number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
When do you need a will? The answer is easy: Right Now.
Understanding the cycle of investing may help you avoid easy pitfalls.
All about how missing the best market days (or the worst!) might affect your portfolio.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
With alternative investments, it’s critical to sort through the complexity.