Description: CERTIFIED FINANCIAL PLANNER™ Practitioner in San Francisco Bay Area. Providing comprehensive financial planning to individuals and families, specializing in helping clients to accumulate and protect wealth.
Independent CERTIFIED FINANCIAL PLANNER™ Practitioner
Serving communities in the San Francisco Bay Area for over a decade.
I provide comprehensive financial planning to individuals and families, specializing in helping clients like yourself to accumulate and protect wealth. I believe that a life lived for helping others with their personal finance is an existence well-spent, and this is what I’ve dedicated my life to.