When I manage your investments as a fiduciary financial advisor, my role is to translate your goals and risk comfort into a clear, deliberate portfolio—not a random mix of funds sold years ago. As a wealth manager serving Oakland, …

Financial planning with me goes beyond charts and spreadsheets; it is about giving you a clear, steady roadmap so you can stop guessing and feel in control of your money. As a financial advisor serving Oakland, California and the San …

If you sponsor a retirement plan, you already know it can feel like a maze of rules, responsibilities, and risks. My role as a financial advisor and fiduciary consultant is to simplify that and build a 401(k) plan that works—for you and …

Retirement planning with me is about turning a mix of accounts and unanswered questions into a steady, reliable income plan you can live on. As a financial advisor serving Oakland, California and the San Francisco Bay Area, I begin by …

Education savings planning with me starts with one simple question: what kind of opportunities do you want the kids in your life to have—and how can you fund that without putting your own retirement planning at risk? As a financial …