I am happily married to my wife Esther and together we have two amazing kids, Noah and Sabella. I've been a lifelong resident of the San Francisco Bay Area and currently reside in the East Bay. I enjoy cooking, reading a good book and traveling with the family. I initially built a career as a financial adviser in order to make a difference in people's lives. I've helped scores of young people, families and independent business owners with varying financial goals and objectives.
In recent years however, I've realized that many of my clients were either rapidly approaching or found themselves already in retirement. I found that they had many more questions than they did answers. The wealth accumulation phase of life has many more DIY (do it yourself) tools than does the wealth de-accumulation phase. Nowadays there's an app or online service for all things investing. Even the most novice investor can quickly and readily find "robo- advice" on portfolio selection and allocation.
The same isn't true for sound and clear guidance when it comes to the challenges faced during the retirement journey. I have embraced this passion to help those who have toiled and labored to reap a golden harvest, a harvest that represents a lifetime of work and sacrifice. I consider it a privilege to help remove some of the fears and anxieties from a time that should be spent enjoying their harvest with those they love, by carefully planning and implementing a roadmap towards a well lived second act.
I have been helping families and individuals in the San Francisco Bay Area for over 18 years. After working with several major financial institutions I graduated from the American College in 2011 with my LUTCF industry designation and soon thereafter decided to start my own financial firm. I hold both a series 6 and 63 securities licenses and I'm also licensed for Life, Health and Long Term Care Insurance. I have extensive experience with IRA and Qualified plan rollovers as well as Federal Employee benefits, for Federal employees that are retiring and looking for assistance with such programs as their FEGLI benefits.
As an NSSA® (National Social Security Advisor) certificate holder, a program that is a nationally recognized standard of competent and ethical Social Security planning, education and training - I enjoy helping individuals and couples improve their financial security during retirement years through maximization of Social Security benefits.
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