My life passion has always been organizing - anything and everything that needs organizing. It was this passion for organizing, my extensive knowledge of finance and investments, and my desire to help people that led me to start my own business helping people organize their finances.
I began working in the financial industry in 1994. My 20+ years of financial experience include managing individual client investment accounts, providing advice on asset allocation, portfolio construction and investment selection, and managing a multitude of financially-related projects. I have a bachelors degree in mathematics, a masters degree in finance, and the CFA designation, one of the the most respected and recognized investment management designations in the world with a strong Code of Ethics to which I must adhere. (To learn more about the CFA designation, please visit the CFA Institute's website and select "CFA Program" under their Programs menu.) I am currently licensed as an investment advisor in the state of California.
I look forward to sharing my passion and expertise to help you get your finances organized. Click here to contact me and schedule a free consultation call.