Specialties
About Me
Financial Consultant for High Net worth and Ultra-High net worth individuals.
Specialty is in Estate planning and retirement planning.
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Interests & Hobbies
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Always free for clients.
Credentials
CFP, ChFC, CIMA, CPWA, CAP, RICP, RMA, WMCP
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
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Disclosures
Where applicable, investors should consider carefully information contained in the prospectus or, if available, the summary prospectus, including investment objectives, risks, charges, and expenses. You can request a prospectus by visiting Charles SchwabLink opens in a new window or calling Schwab at 800-435-4000. Please read the prospectus carefully before investing. Past performance is no guarantee of future results. Investment returns will fluctuate and are subject to market volatility, so that an investor’s shares, when redeemed or sold, may be worth more or less than their original cost. Unlike mutual funds, share of ETFs are not individually redeemable directly with the ETF. Shares are bought and sold at market price, which may be higher or lower than the net asset value (NAV). Investment Products: Not FDIC-Insured | No Bank Guarantee | May Lose Value Charles Schwab Bank, SSB, Charles Schwab Premier Bank, SSB, Charles Schwab Trust Bank, and Charles Schwab & Co., Inc. are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation. Investment products are offered by Charles Schwab & Co., Inc. (Member SIPC). Charles Schwab & Co., Inc. does not solicit, offer, endorse, negotiate or originate any mortgage loan products and is neither a licensed mortgage broker nor a licensed mortgage lender. Home lending is offered and provided by Rocket Mortgage, LLC, Equal Housing Lender. Rocket Mortgage, LLC is not affiliated with The Charles Schwab Corporation, Charles Schwab & Co. Inc., Charles Schwab Bank, SSB, Charles Schwab Premier Bank, SSB, or Charles Schwab Trust Bank. Deposit and other lending products and services are offered by Charles Schwab Bank, SSB, Member FDIC and an Equal Housing Lender, Charles Schwab Premier Bank, SSB, and Charles Schwab Trust Bank, Members FDIC. Unless otherwise stated, Schwab does not endorse third-party sites or the products and services you might find there. https://www.schwab.com/resource/form-crs-bd-and-form-crs-ia-combined?msockid=2df1b9282f93643639bfaddf2ee66509