My extensive business and consulting background, combined with over 25 years as a financial advisor with a CERTIFIED FINANCIAL PLANNER™ (CFP®)* certification, provides me with the aptitude for solving problems and helping to create and manage financial life goals.

I use an established but personalized approach to understand what is important to you. I focus on teaching financial fundamentals and coaching you.

As your financial advisor, I'll partner with you as you decide which of life's paths you take as you travel this road of life, helping you to stay focused on your long-term goals and assess the short-term emotional issues you will face in your journey.

*The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Business Retirement Plans
  • Portfolio Reviews
  • Entrepreneurs & Business Owners
  • Insurance & Annuities

Office Information

Mailing Address

P.O. Box 578 Poway, CA 92074

Office Hours

Office Hours
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 01:00PM
Sat Closed
Sun Closed

Branch Team

Email Me

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