With over 47 years of combined industry experience, we provide customized, objective investment and retirement planning guidance for our clients. Creating personalized wealth management strategies that include risk-averse investment portfolios, and the opportunity for streamlined financing, we proudly serve Silicon Valley technology executives, high net worth individuals and small business owners in 16 states.
Committed to an individualized, holistic approach to wealth management, our solutions are tailor-made to fit clients' needs. Our team will help you establish appropriate investment strategies, utilizing the broad range of investment vehicles. These strategies include portfolio management, tax advantaged investing, retirement planning, education and estate planning strategies, concentrated stock exit strategies, as well as lending and financing services through the vast resources of Wells Fargo Advisors.
We start with identifying your life priorities in order to establish your investment goals, risk tolerance, time horizon and target retirement wealth. Armed with this understanding, we work together with you to build your personalized portfolio. To ensure you are always on track to meet your financial and retirement goals, we will continue to review, refresh, and reevaluate your portfolio performance and allocations. In effect, our goal is to know you and your family and understand what is important to you and what you hope to achieve with your money. Your success is our success.
Phillip holds the FINRA series 7, 63, 65, 66, 31, SIE, and California Insurance License #0G60798 and is registered in fourteen states.
Donna holds the FINRA series 7, 63, 65, 31, SIE and California Insurance License # 0B80702 and is registered in fourteen states.
Phillip and Donna live in Danville, California and enjoy the outdoors, hiking and biking. Phillip is a pro artisan pizza chef! Donna loves to bake.
