Each individual is unique, and everyone has their own goals and reasons for saving and investing for the future. My commitment to you is to fully understand your unique situation – past, present and future – in order to craft a customized solution for you to help you achieve your goals.

We'll use an established process to understand where you are, where you want to be and how we are going to get you there. We'll partner for the long term, regularly review your progress and adapt your strategy as your life evolves.

The foundation of my business is built on relationships, not transactions. Working with local business owners, individuals and families to help them achieve their goals is extremely rewarding, and I am continually inspired by the hard work and dedication of each of our clients.

Whether you are building a business, saving for retirement, a house, kids educations, emergencies or planning your legacy, we can partner together to reach your goals.

About me: Born in San Diego and raised in Corona del Mar, I'm an ocean enthusiast. You can find me in, on, under and around the ocean in my spare time – walking, riding, fishing, breathing, getting in evening sessions at SanO, or at any one of my favorite spots from OC to Baja during good swells.

Volunteer: I'm on the executive committee for the South Orange County chapter of Surfrider Foundation, working to put an end to plastic pollution in our oceans, and am an ambassador for the San Clemente Chamber of Commerce, supporting and promoting local business.

Business: Graduating with a business degree in entrepreneurship from USC in 1991 has allowed me to build a network of entrepreneurs and business professionals at every level across industries around the area, and I enjoy connecting good people with each other to build relationships and grow their businesses.

Words to live by: Gratitude, Kindness, Empathy, Love, Humility, Respect, Aloha

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans

My Personal Interests

  • Outdoor Enthusiast
  • Surfing
  • Walking
  • Snorkeling
  • Skiing

Office Information

Office Address

300 S El Camino Real Suite 102 B San Clemente, CA 92672

Office Hours

Office Hours
Weekday Availability
Mon 08:30AM - 06:00PM
Tue 08:30AM - 06:00PM
Wed 08:30AM - 06:00PM
Thu 08:30AM - 06:00PM
Fri 08:30AM - 06:00PM
Sat 10:00AM - 02:00PM
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing
Request an Appointment

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