I’m independent.

By being independent I can serve you in the way I feel is best for you, without being tied to any specific product or solution. As a Certified Financial Planner, you hire me to guide your finances and to look out for your best interest.

 

I take a team approach.

Part of my job is to be a specialist in certain areas and a generalist in many others. I am well aware that I can’t be an expert in everything related to this field. I have aligned myself with many key affiliations that provide continued education, expertise, support, resources and collaborative environments to allow me to continually provide the best advice possible.

 

Check the background of this investment professional on : FINRA's BrokerCheck

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Retirement Planner in San Diego

 

Advisory services offered through Arbor Point Advisors. Securities offered through Securities America, Inc., Member FINRA/SIPC. Arbor Point Advisors and Securities America are separate companies. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. CA Insurance #0E88557

Advisory services offered through Arbor Point Advisors. Securities offered through Securities America, Inc., Member FINRA/SIPC. Arbor Point Advisors and Securities America are separate companies. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. CA Insurance #0E88557​

Rancho Bernardo Financial Planner