My Qualifications

I have been working with individual investors and small business owners for over twenty-five years. I use my extensive personal and professional experience in all areas of investment planning to help you pursue your goals. I hold multiple professional designations and am registered to provide a variety of financial products and services.

I have been on San Francisco Bay area radio for 15 years (on KSRO and KNEW)  covering various money matters from investments, credit scores, earthquake insurance , the California Budget, Social Security, Federal spending and more. I look forward to speaking with you.