Check the background of this financial professional on FINRA's BrokerCheck.
"Our mission is to assist our clients in making smart decisions about money so they can use it as a tool to achieve their life goals."

Our goal is to provide you with information that will be both interesting and pertinent to your investment and financial planning needs. Retirement planning is our specialty. This site will be updated periodically to provide you with our updated financial and tax strategies, so you can make an informed decision regarding financial matters while navigating through life stages. 
  • Thinking about buying a home? planning retirement? sending the kids to college? We have instant links to financial calculators that will help you learn how much you need to save and how long it will take. 
  • We have links to both general and California scholarship sites.
Thanks for visiting and use the "Tell a Friend" option if we have been of help.
Latest Video Client Alert
  • Famous People Who Failed to Plan Properly
    It's almost impossible to overstate the importance of taking the time to plan your estate. Nevertheless, it's surprising how many American adults haven't done so. You
  • Key Retirement and Tax Numbers for 2019
    Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans and various tax deduction,
  • Four Tips for Planning a Career Change
    Changing careers can be rewarding for many reasons, but career transitions don't always go smoothly. Your career shift may take longer than expected, or you may find
  • Women: Are you planning for retirement with one hand tied behind your back?
    Women can face unique challenges when planning for retirement. Let's take a look at three of them.
  • Can a flexible work schedule help you stay in the workforce after having children?
    Yes, it just might be the key. Your job is the foundation for general financial security, including retirement. In addition to providing you with a
Tell A Friend Tell A Friend

80 Garden Court, Suite 203, Monterey, CA 93940
Tel: 831 647 8445 Fax: 831 647 1007 Email:
Securities offered through Charles Schwab Institutional, Member FINRA / SIPC.

This communication is strictly intended for individuals residing in the state(s) of CA. No offers may be made or accepted from any resident outside the specific states referenced.

Check the background of this financial professional on FINRA's BrokerCheck.