Specialties
Retirement PlanningBusiness OwnersInvestment PlanningEducation PlanningSuccession Planning
About Me
I'm a SF Bay Area resident for over 20 years and am passionate about helping build strong communities through financial awareness.
I help clients with customized insurance and financial solutions to retirement planning, estate conservation, asset protection, employee benefits and other personal or business financial needs.
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Interests & Hobbies
soccer, pickleball, table-tennis
Ready to talk?
Always free for clients.
Credentials
LUTCF, FSCP
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
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Disclosures
Free introductory meeting via video or phone call. I do not provide tax or legal advise. Please consult with your own advisors before making financial decisions.