$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Retirement isn’t just about the year you stop working, it's about you, your lifetime of hard work, your family and the lifestyle you want to preserve. Most important, it’s about feeling confident about the future – for many years to come. We believe retirement confidence begins with a plan.
Senior Vice President–Wealth Management
Financial Advisor
For the past twenty eight years I have worked with clients to develop and implement custom-tailored investment plans. Our approach begins with a discussion of risk tolerance, experience, goals and needs. We evaluate assets, liabilities and cash flows. We focus on income streams, capital growth and asset protection. Born in San Francisco, I graduated from UC Santa Barbara with a Bachelor of Arts in Business Economics. I earned my CFP certificate in 2007. I reside in Marin county with my wife and three daughters.
Education
Credentials
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
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