In today's society, many people have financial goals and the resources to strive for them, but neither the time or the specialized knowledge to pursue them on their own. I leverage my education and experience to help clients make the most of their hard-earned wealth -- allowing them to spend their free time on other things.
My areas of focus:
Retirement income planning for retirees and pre-retirees
Wealth building strategies for goal-oriented families and individuals
Company retirement plans, i.e.: 401k, profit sharing, and defined benefit
My techniques for helping clients maximize wealth:
Goals-based planning
Tax-minimization strategies
Portfolio risk management
Disciplined portfolio asset allocation and security selection
Servicing clients:
My client service model emphasizes communication, goal tracking, portfolio management and advice. My support team and I are committed to delivering a personalized experience, where clients find us attentive, reliable, and adding measurable value to their personal financial situations at a reasonable cost.
My wife Teri and I live in Corona del Mar. In my personal time I enjoy playing tennis, singing in the church choir and spending time with my family.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
