I am very fortunate to have built up a very supportive group of referral partners over my past 9 years in this industry. Relying on a professional network of financial planners, fiduciaries, elder care & estate planning attorneys, CPAs, and the in-home health care industry has offered me the benefit of becoming a trusted advisor for their clients financial needs.
With this honor comes a great responsibility to treat all of my clients as if they were a close personal friend or relative. Luckily, I possess a “head for numbers” and a “heart for people.” I travel throughout the entire Greater San Francisco Bay Area to help educate professionals and clients alike. Please consider me as a potential resource for your needs.