Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
51
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Business Retirement Plans
  • Saving for Education
  • Sustainable and Responsible Investing
  • Small Business
  • Investment Management
  • Retirement Income Strategies
  • Investments
  • Wealth Preservation Strategies
  • Retirement Plan Distribution

Education

  • University of California, Riverside P.H.D
  • University of Hawaii M.A.
  • California State University, Northridge, B.A.
  • Bishop Union High School: High School Diploma, Senior Class President

Previous experience

  • USAF, Captain, Military Intelligence 1967-1971, Branch Manager, E.F. Hutton and Co. 1978-1981

Community participation

American Political Science Association

Lecturer in Politics, Administration and Justice

California State University, Fullerton

Emeritus

  • Bishop Area Chamber of Commerce

Interests

History, Politics, Economics, Philosophy

My photos

1 albums
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