Living a life of significance means helping others live their best lives. As a financial resource to people since 1999, my ideas revolve around making money, saving money, and protecting your wealth. By creating personalized recommendations, we focus on protecting your assets, wealth accumulation, mitigating taxes, and estate planning. This allows our clients to focus on what is truly important to them during any stage in life.
Past designations include Life Underwriting Training Fellow and Certified Divorce Financial Analyst® and was trained in both mediation and collaborative divorce.
He is a past board member of the National Association of Insurance & Financial Advisors, Mt. Diablo. He was heavily involved with MetLife's Division of Estate Planning for Special Kids and has been a certified coach for the Special Olympics. He also was a committee member of Collaborative Divorce Practice East Bay. He currently lives in Contra Costa with his wife, two kids, and their cat named, Bagel.