I provide my clients with:

Competence.  Although I have been a financial advisor for 30 years, I am continuously educating myself on the market and opportunities for clients.
Confidentiality.  My administrative assistant has had a full background check and has been fingerprinted.  She also has attended the Securities America Administrative Assistant University. Our office uses data encryption, and we always protect our clients information.
Care.  I never advise or suggest opportunities to clients unless I believe it will benefit them, and I always perform thorough due diligence on all alternative investments, money managers and mutual fund companies



BS Economics, San Jose State University

Registered Representative, Securities America Inc.

Registered Investment Advisor Representative, Securities America Advisors, Inc.

Member: (FPA) Financial Planning Association, Silicon Valley Chapter

Member: (FSI) Financial Services Institute

Member: (CLS) Clarke, Lanzen, Skalla Investment Firm Presidents Council

Securities Licenses held: Series 6, 22, 62, 63, 65, 82

Insurance Licenses held: Life, Health, Disability Income, Variable Contracts