Specialties
About Me
I've been working in financial services for over 25 years, and I believe everyone should have access to unbiased financial advice.
I've built my firm to be conflict-free and beholden to no one but my clients. My focus with financial planning is to help you align your Time, Money, Energy, and Attention to what is most important to you. Money is important, but ii's not everything. Let's work together to make your money work for you and to help you fulfill your most important objectives.
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Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
ChFC
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
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Disclosures
ProCore Advisors, LLC, is an SEC-registered investment Advisor. This communication may contain confidential information. If you are not the intended recipient, you are strictly prohibited from disclosing, copying, distributing, or using any of this information. CA Insurance License #0C80026