Court brings over 15 years of technical industrial experience with two primary areas of focus: Wealth Management and Corporate Retirement Services. Wealth Management includes individualized financial, estate, investment advisory, and cash management services to a select group of affluent clients. Corporate Retirement Services includes Qualified and Non-Qualified deferred compensation plans, concentrated stock and option plans, business succession planning, and cash management.
Court graduated from the University of Colorado, Boulder where he attained dual degrees in Chemistry and Mathematics. He later joined the US Navy as a Submarine Officer and spent over 10 years in active and reserve service. After his Naval experience, Court has worked in both the Semiconductor Equipment Manufacturing and Medical Device Manufacturing industries.
Court has earned a Chartered Financial Analyst® (CFA®) designation and is a member of the CFA® society of Sacramento. He has also earned the title of Wealth Management Advisor (WMA), and the Chartered Retirement Planning Counselor, CRPC®, Chartered Retirement Plans Specialist, CRPS® and Certified 401(k) Professional (C(k)P®) designations. Court lives in El Dorado Hills, California, with active member ofhis wife, Taira, and is an the community.
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.