What I Do

The most fulfilling part of my job is knowing that I've helped my clients keep their financial lives secure during difficult times, by employing sound financial, investment and insurance strategies. I always act in their best interest and aim to deliver honest, transparent financial advice. I work with busy professionals and families throughout the San Francisco Bay Area.

What I Do...
I work with both businesses and individual clients.
I help my business clients with: I help my individual clients with
  • Buy Sell Agreements
  • Retirement Planning
  • Key Person Insurance
  • Investment Strategies
  • Retirement Plans
  • Estate Planning
  • Invest Strategies
  • Insurance:  Life, Disability, Medical, Long Term Care & Medicare
  • Financial Management
  • Social Security Planning
How I Can Help...
As an experienced and dedicated financial advisor, I am here to help you understand your options and guide you through the financial services process. I welcome the opportunity to meet new people and business owners so that I can learn more about your unique goals and assist you with your financial, retirement, investment and insurance needs.