I am an independent financial advisor. I have been a financial advisor for 12 years now. I help manage assets for individuals, families, trusts, businesses, retirement plans, and charitable organizations. Through a long-term investment and planning-based approach, I help clients develop and implement strategies for building wealth and meeting their goals. My mission is to provide objective and timely financial advice and guidance — with the highest level of professional service — in helping build and preserve wealth for my clients.
I also strive to provide corporate executives with financial independence and personal freedom by helping them make informed decisions with their investments and employer-related equity compensation. I have a rigorous investment process grounded in objective analysis, which I apply to all client portfolios. However, every client is different with a separate set of complexities. My recommended investment strategy will be custom-tailored to your objectives.
I also collaborate with client's tax and legal advisors in developing their estate and charitable plans and helping clients manage their liabilities and risk management issues.
I have extensive experience with strategies for concentrated equity positions for high-level executives, venture capital firms, and angel investors. I work with businesses in treasury management and retirement plans, including 401K's, and provide investment advisor custodian services.