Throughout life, we face many questions and will have to make difficult decisions. Many of those questions are intertwined with decisions about money. Can you afford to take time off work and re-evaluate your life? Can you retire and maintain your lifestyle? What should you do with your inheritance? How can you be a good steward of your money? How will your family be affected if you unexpectedly pass or need care? What will your legacy be like? How can you have the biggest impact on what matters most to you?

You don't have to be on this journey alone. I have guided many families into reaching their goals and finding solutions. I start by asking questions to truly understand your unique story and mindset about money. My goal is to empower you and strategize on the best way to get to your goal. I am passionate about seeing my clients get the best return on their life by using money as a tool.

I achieve this by partnering with my clients and following an established process to organize, build, protect and transfer their wealth. I take a team approach to finding solutions. I work closely with my client's CPAs, attorneys and other professionals to provide an ideal client experience. I love my work and creating close relationships with my clients.

I hold both the Chartered Financial Consultant® or ChFC® and Chartered Retirement Planning Counselor™ or CRPC™ designations. I love learning about ways to help my clients avoid pitfalls and strategies to help them make progress.

Outside of work, you can find me on an adventure, whether it is riding my motorcycle, kayaking, camping, traveling the world or doing a self-development course. I also love spending time with my wife, family, friends and two little teacup yorkies, Louie and Lola.

I truly enjoy making a positive impact in my community through volunteerism. I've taken on many leadership roles in various non-profit boards and within my firm. I believe that living the life of your dreams is one of the biggest adventures you can take, and it drives me in helping others.

Helena Berardi is my fabulous branch office administrator and a very critical part of the team. She has over 37 years of experience in the finance industry in the Central Coast. Together, we are committed to providing excellent service to support our clients.

We would love to have the opportunity to see if we are a good fit for each other.

Focus areas

  • Portfolio Reviews
  • Retirement Savings Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • LGBT Finances

My Personal Interests

  • Traveling
  • Record Collecting
  • Reading
  • Photography
  • Camping

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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