Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
40
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
  • Estate Planning Strategies
  • Investments
  • Retirement Plan Distribution
  • Insurance
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies
  • Employee Stock Options

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • Bachelor of Science, Business Administration Finance, California State University, Hayward, CA

Awards & recognition

  • Five Star Wealth Manager, 2014, 2016
  • Ameriprise Diamond Ring Receipient, 2011
  • Ameriprise Circle of Success, 2006-2016

Community participation

The One Hundred Club, Life Member.

Interests

I live in Danville with my wife, Kathy. Kathy loves to travel, and will be happy to arrange an African Safari trip for you. I have two grown sons, Mike and Christopher, both college (Economics) graduates (a "Duck" and a "Wildcat") living and happily employed in San Francisco and Santa Monica. I golf and have been a member of Crow Canyon Country Club for almost 10 years. I'm a Sailor working on my Coastal Passage Making certification, and a licensed pilot and an aviation enthusiast. I love to play the harmonica and have been known to join the band on stage to play the Blues.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.