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Innovative Thinking
Coordinated Planning
Advisory Process
Meet the Team
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Sharing knowledge and insight gained from over 25 years of experience,
I help people enter a promising new stage of life with confidence.
As an economics graduate of UC Berkeley and a CERTIFIED FINANCIAL PLANNER practitioner,
I have the skill and perspective to tackle a broad range of financial issues. I would like to help you coordinate your finances, give you intelligent solutions to complex problems, and help you plan and schedule retirement income to sustain your lifestyle.
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CA Insurance Lic. # 0584783
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC | Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability. © Raymond James Financial Services, Inc., member FINRA / SIPC | Legal Disclosures | Privacy PolicyLinks are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members. |
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