Thanks for stopping by. If you’re looking for actionable strategies to help you maximize your wealth, you’re in the right place.
I know you work hard for your money. Unfortunately, most financial advisors aren’t required to put your interests first when giving you advice.
I believe you deserve better than someone who won’t pledge to put your interests first.
That’s where I come in — and why I do what I do.
I’m a CERTIFIED FINANCIAL PLANNER™ professional who has been helping people make smart financial decisions for over 10 years.
Best of all, my firm adheres to the Fiduciary Standard. This means we’re legally and ethically held to the standard of giving our clients advice in their best interest, no matter what.
We put our clients’ interests ahead of our own. At all times.
Over time, I’ve recognized there are three key areas to growing and preserving wealth:
- Minimizing costs
- Reducing taxes
- Investing smarter
I started Stay Wealthy San Diego to address these three key areas of your financial life through blog posts, videos, interviews, and more. Here are a few posts to check out as you begin your journey toward greater wealth:
- How to Use The Fiduciary Rule to Fire Your Financial Advisor
- Donor Advised Funds: The Best Giving Tool You’ve Never Heard Of
- Whole Life Insurance: Or Why You Don’t Need a Car With a Built-In Dishwasher
- Dividend Investing: 5 Reasons To Stay Away
Don’t want to miss out on the latest? You can join our community here and get every piece of news and information we have to share with those who want to maximize their wealth:
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Don’t hesitate to reach out to me with questions or suggestions. Or, if you just want to say hi, that’s ok too. Send me a message HERE, and I promise to respond right away.