And no, giving up your daily Starbucks isn’t one of them. Follow along to learn proven financial strategies that will help you grow and preserve your wealth.
I’m a native San Diegan and CERTIFIED FINANCIAL PLANNER™ dedicated to helping busy professionals and retirees maximize their wealth.
After working with large wealth management firms for over half my career, I realized one thing: They spent more time talking about how to make the firm more money than how to make clients more money. That seemed really backwards to me.
So I set out to change that by launching a fee-only wealth management firm and this blog. Join me on this journey to learn how to save diligently, invest wisely, and stay wealthy!
I’ve been recognized as a Five Star Wealth Manager in San Diego Magazine for five consecutive years and a Top 40 Advisor Under 40 by InvestmentNews. I was also the recipient of the 2015 SD Metro Movers award by San Diego Metro Magazine.
You may have also read some of my work on Kiplinger or San Diego Downtown News, two publications where I contribute on a regular basis.
