Qualifications

For over two decades, I’ve been working with a select number of high net-worth individuals as their “partner in prosperity”. It is my goal to be their trusted guide to their investments.

My Solid Financial Experience:

  • Over 20 years of professional expertise including KPMG.
  • My background includes financial and investment consulting, public and private accounting, as well as insurance advising.
  • I’ve worked in the Tax & Private Business Division of a major international accounting firm.
  • I’ve specifically been providing financial advisory services since 1999.

Knowledgeable, Educated and Ethical:

  • I’ve earned the coveted Certified Financial Planner™ (CFP®) designation.
  • As a CFP®, I’ve demonstrated experience, education in Financial Planning, Tax Planning, Employee Benefits, Retirement Planning, Estate Planning, Investment Management and Insurance.
  • I earned a degree in Economics from the University of California.

Financial Planning Credentials:

  • As a Certified Financial Planner™, I’m a Registered Representative with Securities America, Inc. and an Investment Advisor Representative with Securities America Advisors, Inc.
  • I proudly rank among the top 4% insurance agents worldwide (The Million Dollar Round Table).
  • I’ve been elected President of the Marin Association of Insurance & Financial Advisors (MAIFA).
  • I’m also California Life and Health Insurance licensed.