Walnut Creek, California, United States
Are you tired of watching your hard-earned money get battered every day by the stock market? You’re probably wondering: “What's the point of investing if the market is unpredictable.” Over the course of your career, you’ve been paid well…but that has come at a hefty price… Your time. It is important for you to get a return on your money so you can reach your personalized definition of retirement. Your instincts about the stock market surpass “expert” opinions. Which is why you refuse to adopt the mindset of “waiting out the stock market” as it erodes your hard-earned assets. If you’re qualified, I’d like to offer you access to a strategy that’s designed to keep your hard-earned assets out of the clutches of the market…while simultaneously creating retirement income. The core of our strategy is giving you unparalleled access to alternative investments options like private real estate, private equity, private debt, and other accumulation vehicles. This investment philosophy manages volatility so your portfolio captures most of the upside without exposure to the extreme downside. Once that’s established we focus on leveraging strategies that create predictable income in retirement without touching your principle. Every plan we build for our high-net-worth and ultra-high-net-worth clients is entirely income-based. Leave me a note today if you’d like to find out if you qualify for this strategy.
I design portfolios that manage volatility by using alternative investments, such as private real estate, private credit, and private equity. Historically these types of alternative investments offer higher returns with lower volatility risks.
As a Certified Financial Planner™ and a former Real Estate and Estate Planning Attorney, with over 25 years of personal business and investment experience, I have both the book knowledge and the real-life experiences to benefit my clients. With a specialization in Retirement Income Planning, I create personalized plans which give my clients the best opportunity to achieve their envisioned retirements. My success is based on my long history and focus on client service, a sound investment strategy that focuses on managing portfolio volatility, using alternative investments, and innovative products and services.
Support and advocate for foster youth.
Member of the Leadership Team
Financial Advisor - Certified Financial Planner
Certified Financial Planner and Worksite Financial Educator