Comprehensive financial planning with an emphasis on portfolio construction and design for retirement funds.
CFP® (Certified Financial Planner)
ChFC® (Chartered Financial Consultant)
RICP® (Retirement Income Certified Professional)
Grew up in Portland, Oregon, moved to San Diego in 1987, enjoy travelling, golfing, time with my wife, Tracy, and our family and friends
Risk Tolerance Questionnaire
Wealth Percentile Calculator