Our unique Envision(r) planning process helps us identify the most important goals you want to achieve in your life, so that your investments reflect your personal values.
Your portfolio will be designed for your specific risk tolerance, goals and objectives.
Our integrated technology helps us inform you when you are on-track for achieving your personal financial goals, and when you need to be concerned about your savings habits, spending habits, and invetsments.
MBA in Finance from the Wharton School of Business of the University of Pennsylvania
As one of the largest investment firms in the country, Wells Fargo Advisors can provide you with a vast array of resources to help you with your most important financial decisions.
I follow a rigorous investment selection and asset management process, relying on time-honored strategies that do not focus on upstart 'trendy' ideas.
I integrate a portfolio and goals review tool which helps inform you when a riskier portfolio is no longer beneficial to achieving your goals.
Through my proactive communication system, advisory clients* should expect personal phone calls from me throughout the year.
Our advanced technology helps you manage, consolidate and simplify your complex financial picture. Stocks, Bonds, Mutual Funds, Annuities, Life Insurance, and Liability Management (Debt) can all be wrapped into one-stop online access.
I value and support my local community, through scholarships and donated time. Wells Fargo Advisors supports and shares these values.
* Advisory programs may not be appropriate for all clients
California Insurance License #OG39201
Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
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