The financial planning and investing world can be overwhelming and intimidating, and my goal for clients is to help simplify it enough to make it easily understandable. We focus on things you can control and advise against making emotional decisions based on things you cannot.
I enjoy working with clients and their families and helping them plan their futures and strive to find areas to help them keep more of what they earn and grow it more efficiently. There’s nothing better than calling a client to let them know of a strategy that will save them money!
I have spent the past ten years in the financial services industry, working directly with clients and helping them with their finances for the past five years. Since I have been an advisor, I’ve seen two major market corrections: the first in 2018 and the more recent crash at the start of the coronavirus pandemic, the largest and quickest recession ever recorded. My proudest accomplishment is not having a single client abandon their long-term strategy throughout these emotional and stressful times. They were able to stick with their plan, in large part because of the work that was done at the start of our relationship, and they are better off for it.
In 2019, I began working with a team of other advisors after starting my career on my own. Moving my practice to California Wealth Transitions has expedited my learning curve while adding value to the families that I work with. I’ve become a business owner myself. I voluntarily earned an advanced designation in Investment Management (CIMA) through the Yale Executive School of Management. I’ve become proficient in analyzing tax returns for savings opportunities as well as trust and estate planning for future generations, so the advice I give my clients goes beyond managing investment accounts.
If you are a high-income earner, have a complicated compensation package with RSUs, stock options, etc., or are close to retirement, shoot me a message and I’d be happy to see if I can help.