Here to act in your best interests
I partner with clients to create and implement financial plans to help achieve their goals. My family and I like to travel and enjoy being outdoors with the great California weather. Besides traditional markets and staying ahead of the ever-changing financial planning landscape, I have become fascinated with all aspects of the digital asset space.
CERTIFIED FINANCIAL PLANNER™
Bachelor of Science, University of Tennessee, Knoxville
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San Francisco I - Walnut Creek
2175 North California Boulevard
Walnut Creek, CA 94596