As a wealth manager my practice focuses on helping business owners, high-net worth individuals and families take a more comprehensive approach in efficiently managing their financial affairs. My background as a Certified Financial Planner CFP®, Certified Exit Planning Advisor CEPA® and Certified Plan Fiduciary Advisor CPFA provides my clients an essential resource in helping them have a more holistic view of their finances.
From providing tax minimization solutions; to planning for retirement; creating risk adjusted investment portfolios; and managing insurance coverage, “finances” doesn’t mean just one thing for most people–and “financial planning” means much more than just investing.
Bringing all the pieces of someone’s financial life together is a challenging task. With my extensive training, over a decade of industry experience, and my credentials, my clients have the comfort of knowing their wealth strategies are appropriate for the complexities of the changing financial climate. The rigorous ethical standards I am held to account for mean that the recommendations I provide are always made in the best interest of my clients.
Outside of the office, I enjoy traveling, exercising, kayaking, skiing, hiking, camping and any excuse to appreciate the beautiful outdoors. I reside in Marina Del Rey with my wife, Ashley and newborn son.