As Managing Director – Investments and Financial Advisor at Aries Wealth Management Group of Wells Fargo Advisors, I help manage assets for individuals, trusts, retirement plans, charitable organizations, and businesses. Through a long-term investment approach, I help clients develop and implement strategies for building wealth and realizing their goals. My mission is to provide objective and timely financial advice and guidance - with the highest level of professional service - in building and preserving wealth for my clients.
I worked for 7 years with First Republic Bank, before joining Wells Fargo Advisors. My experience also includes positions with UBS Bank, Deutsche Bank, and Alex. Brown. I hold a Bachelor of Science degree in Marketing from Bentley University in Boston. With an emphasis on continuing education, I have also earned the CERTIFIED FINANCIAL PLANNER® practitioner certification from the Certified Financial Planner Board of Standards, Inc. (CFP Board). For this certification, I had to complete approved educational programs, pass rigorous examinations, and meet stringent experience requirements.
My wife and I live in Orinda with our two children and enjoying skiing, tennis, golf and traveling.
CA Insurance License 0D78947 - Resident State CA
