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Over 25 years of experience in comprehensive financial planning, emphasizing investment and tax planning for high net worth individuals. Experience includes teaming with internal and external advisors and making investment recommendations to meet goals and execute client strategies.
Education
BS/Business Administration - Pepperdine University
Professional Designation in Personal Financial Planning - University of California, Los Angeles
Activities
Board of Directors - West Point Parent Club of Northern California
Member - CFA Society of San Francisco
Interesting Tidbit
Is an avid hiker and opera fan. | 