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.
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.
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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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
Monday - Friday: 9am - 5pm
Saturday: By appointment