For more than 27 years, I have earned the trust of successful individuals, families, executives and business owners by helping them find smart ways to prepare for and enter retirement. We look at a wide range of financial investments in order to create a professional, customized and understandable investment portfolio thats designed to help maximize your return for the least amount of risk youre willing to take. Given my long history of working with successful individuals in large companies, I can help you navigate the rules and regulations affecting retirement plan distributions, the impact of taxes and inflation upon assets and ways to help maximize existing IRAs. My clients appreciate that I am candid and tactful. I believe we will make better choices together when we know we can be honest and straightforward with each other. I want to hear about your problems immediately, before they have a chance to grow. My team and I strive to respond to all of your questions, needs and requests with concierge level service. Above all, your goals, values, vision and circumstances determine the strategies we develop together. I wrote the stock and bond column Daily Market Roundup for the San Diego Daily Transcript for approximately three years. Through my work, I have been honored to have been awarded the FIVE STAR: Wealth Manager award by San Diego Magazine in 2013, 2014, 2016, 2017 and 2018. Learn more at CRC# 707221 NMLS #986866