Financial & Tax Strategist - Coach - Planner
About Me
I'm tired of seeing people being taken advantage of - seeing people being over charged and unserved - seeing large organizations creating cookie cutter solutions generally focused around product sales and asset gathering which unfortunately creates material conflicts of interest .
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One should expect that when working with an Advisor/Consultant there should be a "Quantifiable Value Add" and unbiased guidance. Unfortunately this is difficult to find in the current environment.
Schedule a free consultation - give me the opportunity to show you a better way.
My Background
Experience:
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Independent Strategic Consultant/Coach - 12/2020 - Current
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VP -Senior Financial Planner - Key Private Bank 2/2018 - 12/2020
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Adjunct Professor - Income Tax Planning - University of California, Irvine (2017 -2019)
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Wealth Strategist - Lighthouse Financial Services - 10/2012 - 1/2018
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Director of Operations - Crown Wealth Management - 1/2011 -10/2012
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Electronic Banking Supervisor - Fremont Investment & Loan - 1/2005 -1/2011
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Education
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Pepperdine University, Malibu, CA - Bachelors Science in Business Management - 2008
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College for Financial Planning, Denver, CO - Masters Science in Finance - 2015
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Certificates/Credentials
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University of California Irvine, Personal Financial Planner (PFP) - 2011
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Certified Financial Planner (CFP®) - 2013
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Enrolled Agent with the IRS (EA) - 2016
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Specialization
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Financial & Tax Expert with the right experience to answer the difficult questions and partner
with you to create a customized plan built to help you optimize your financial dynamics.
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Who I Help
Historically my expertise has me working with working professionals/executive, business owners & retirees. That said, if I can add value and you want to work with me - you won't be turned away...
How I Do It
I cut out the "middleman" - I work directly with my client(s) as an Independent Strategic Consultant/Coach building customized plans- Providing Strategies and Ideas with NO "Conflicts of Interests" - Just Advice...
What's in It for You
I eliminate the risk by guaranteeing that I add more value than you will pay me. This means if I'm not able to provide a quantifiable value add - we don't do business. Period.