Financial Planning and Financial Literacy has been very important to me, since I was in High School. I'm very passionate about helping guide people towards their retirement and other financial goals. I hold a Bachelor's degree in Business Admin. from San Jose State University and proudly maintain my CFP and CLU designations through rigorous continuing education, which ultimately helps my clients stay on top of current financial trends.
When I'm not working with clients, I enjoy playing Pickleball with my wife, Linda and our Pickleball Community. I am currently the President of the Discovery Bay Pickleball Club, a non profit organization. I also enjoy fishing from my dock as well as playing golf when time permits.
Areas of Focus
Retirement Planning
Wholistic Financial Planning
Retirees and Pre Retirees
Education & Credentials
Bachelor of Science in Business Administration
Certified Financial Planner (CFP)
Chartered Life Underwriter (CLU)
Personal Interests
Pickleball
Fishing
Golf