You have worked hard to build and grow your wealth. Now it’s time to create a plan to keep it.
Every fee you pay means less money in your pocket. Preserve more of your wealth by minimizing or eliminating costs.
Without proper planning, you might have a higher tax bill in retirement than as a working professional.
Avoid hot trends and bubbles by investing with proven strategies that stand the test of time.
I’m a native San Diegan and CERTIFIED FINANCIAL PLANNER™ Professional dedicated to helping individuals who are retired or nearing retirement.
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 reduce taxes, invest wisely, and stay wealthy!
I’ve been recognized as an award-winning Wealth Manager in San Diego Magazine 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.
Curious to learn more?