I truly enjoy the experience of sitting down with a family or a business and helping them come up with a long-term plan for saving and investing while educating along the way. I am proud of the work that we do, and proud of the services that we offer. I will be pleased to meet with you and describe the services we offer, how much they cost, and hear your story and investment goals. We hope we can be helpful to you in your financial planning and wealth management needs.
I started my career at National Asset Management & National Securities Corporation before joining the Claraphi Advisory Network in 2016. I am an active member of the East Bay Financial Planning Association and provide an all-inclusive style of wealth management services. As a CERTIFIED FINANCIAL PLANNER™ Professional, and Independent Investment Manager, I serve individuals, families, trusts and small business to construct a customized and strategic wealth plan while connecting clients to a network of Attorneys, CPAs, and high-integrity professionals. I specialize in connecting High Net Worth clients with worthy charitable organizations and utilize the unique alternative investment allocations that Alternativ-Wealth offers to accredited investors. I also provide a unique reciprocal approach to his practice: For each High Net Worth individual or family I take on as a client, I reciprocate by adding a low income pro-bono client in need of financial counseling or education.