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Accounting and Management Consulting, with a Personal Touch

We can plan and guide you to a brighter future!

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Making & Meeting Goals

Our Mission is Provide our clients with the highest level of expertise and professionalism possible.

I start by documenting your goals and then compare them to your current portfolio. I use proven investment strategies designed to meet your risk tolerance and stand up against market volatility. And you can count on unbiased recommendations and impartial guidance based directly on your needs and goals.

Building Strong Futures

I’m passionate about helping both companies and individuals with diversifying portfolios, managing assets, analyzing market trends, and reducing financial risk. My goal?  

to serve you by providing the highest level of expertise and professionalism possible.

About Me

Since 1999, I've been helping business and individuals safeguard their assets and plan for the retirement they want. When I'm not working, I enjoy gardening, cooking, and playing with my dog Romeo.


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Request A Consultation

Send me a message, and tell me more about your financial goals and needs. I will get back to you soon to schedule a consultation.

358 Frankfort Street, Daly City, CA 94014, US

(415) 699-8917


Monday - Friday: 9am - 5pm

Saturday: By appointment

Sunday: Closed