My goal as a financial advisor is to help my clients and their families make all of their important financial decisions. It’s not unlike a “financial point guard”. As we work closely together, my team and I will help educate my clients and lead them down the right path to accumulate, protect and preserve their wealth. An effective comprehensive financial strategy allows my clients to spend their time doing what they love to do most.
What I Do for My Clients
My practice is focused on working with private business owners and successful individuals by coming up with creative ideas to help them reach their goals. My clients and I then work with my team of advisors to implement these solutions to minimize the time spent by the client with a goal to maximize the return on their investment.
Areas of focus include:
My family and I live locally here in San Mateo. I grew up in Pacifica and attended St. Ignatius College Preparatory in San Francisco. My daughters Ryan (10) and Reese (9) attend St. Gregory’s Catholic School here in San Mateo where they play softball, basketball and volleyball. They are also into musicals both through St. Gregory’s and Tri-School Productions. My wife, Robin, is a Senior Director at Salesforce.com. My hobbies include coaching my daughters, playing golf and softball, and spending time with family and friends.