Description: We offer a complete range of financial services for the high net worth investor located in and around San Luis Obispo, CA. We specialize in helping clients develop a comprehensive, investment strategy designed to address their unique needs and enabling them to pursue both short- and long-term objectives while navigating a complex market environment.
My services cover all areas of wealth management, from investment and retirement planning to risk mitigation strategies and issues surrounding estate planning. I specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to pursue both short- and long-term goals.
I provide prudent, comprehensive investment planning services and personalized guidance for cemetery and funeral home professionals. Keeping current with State Code regulations, I have extensive experience working in the death care industry for more than 26 years.
I work closely with general managers and the board of trustees of special districts, cities, and non-profit organizations. My priority is to help ensure my clients’ portfolios are closely aligned with the investment policy statement and are in compliance with the ever-changing regulatory environment.