Certified Financial Planner (CFP®)
Accredited Investment Fiduciary (AIF®)
California Polytechnic San Luis Obispo, B.S.
Determine what is important to you and then create a plan to achieve it. Working without a plan can make your decisions inconsistent and difficult. On the other hand, having a plan will allow you to make better decisions in difficult times. This makes reaching your goals more likely.
- Work as advisor team
- Client advisory support
- Personalized Asset Allocation
- Tax Efficient Investing
- Financial plan development
- Implementation of planning recommendations
Client Relationship Associate- Help with account maintenance and balances
- Help with wire transfers, and money movement