My Qualifications

As a Financial Adviser and Financial Planner, I am focused on you and your family's long-term prosperity.  As a financial planner, I work hand in hand with you during the planning process to design a customized financial plan giving you the direction and confidence to achieve your goals.  As a financial adviser, I work to educate you to understand the advantages and imperatives of having a well-diversified portfolio that matches your investment objectives, timeframe and personal risk tolerance.  I develop customized portfolio solutions that help you achieve your investment goals.

I bring over 35 years of business experience and passion to my profession.  I focus my practice on working with individuals, families and small business owners.

I am a CERTIFIED FINANCIAL PLANNER professional.  I have an MBA from the Stanford Graduate School of Business and an MS degree in Mechanical Engineering from North Carolina State University.  I graduated with distinction from the United States Naval Academy and served as a Naval Aviator, retiring at the rank of Captain.  I am proud to be an Eagle Scout.  I hold Series 7 and 66 securities registrations and am licensed to offer securities and insurance.  I am licensed to sell Life & Health Insurance in CA, AZ, CO, FL, GA, MT, NC, NY, OH, OR, TN, WA, TX.  I am registered to offer securities products in CA, AZ, CO, FL, GA, WA, OH, OR, WI, NC, MT, FL, TX.

I believe strongly in giving back to the community and currently serve on six non-profit and community boards in positions of leadership.  I am currently Chair of the San Mateo County Veterans Commission and Vice-Chair of the Hiller Aviation Museum Board.  I serve on the executive boards of the Pacific Skyline Council, Boy Scouts of America, the Western Region Board of Directors, Boy Scouts of America, the Redwood City Child Development Program, a child development and early education non-profit serving low income families, and the Ariana Mae Hatami Foundation, a foundation helping young victims of violence.

 

CA Insurance License #: 0E51270

Domiciled in CA