My Approach

My Philosophy

Understand what matters most and convert that into a practical plan

The financial world is overpopulated by subjective, vague, philosophical theories masquerading as dependable approaches to the management of your assets and plans for retirement income. What sets my views apart is separating my clients from the cookie-cutter mentality that is quite pervasive in this industry. My clients also enjoy a relationship grounded in comprehensive strategies rather than piecemeal transactions.


My Clients

To get a different outcome you must get a different thinking

I seek and attract those discerning investors who understand and see merit in my unique approaches. My clients are those who are tired of the failed “business as usual” approach and the standard “pie chart” portfolio management allocations. Those who are willing to take the time to understand that there just might be a better mousetrap out there, find themselves as my clients. I service those whom the traditional approaches have failed.


My Strategy

Properly channel, manage and structure your wealth

The ability to help my clients with their ultimate end game is a direct function of having strategies that are easily understood and consistently applied. A systematic approach is what drives the execution of this process. As I am the Portfolio Manager I am accountable and fully articulate my actions. I don't delegate to third parties, as all activity is transparent and not a black box. Being realistic with the probable outcomes and adjusting as necessary is key to this process. Straight talk and a clear strategy. My mission is simple, understand what matters most to my clients and convert that into a practical plan.


CA Insurance License #OA93148

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Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

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