LPL Financial Advisor
I help people to pursue their financial independence and to invest with confidence.
That starts with listening; understanding each person’s unique set of priorities, hope and fears.
I actively chose this as my second career because I want to build community through helping people and giving back.
Don’t worry if you don’t know the correct questions to ask. I will guide you.
I am an independent financial advisor. That means I’m NOT part of a Big Bank, pushing you to buy its products.
I have no vested interest other than to help you make your money work harder for you.
We have an open platform: I can invest your money anywhere you and I decide, based solely on what’s suitable for you.
I know financial markets really well.
I was an anchor for CNBC Television for 18 years, 7 of those working the trading floor of the New York Stock Exchange.
I’m now part of a small band of independent financial advisors who make-up California Financial Partners.
I found a ‘needle in the haystack’ with them: good, decent folk. With decades of technical experience centered on the principles of honor and transparency.
We charge one, clear transparent fee. Based on your assets. No matter who you are.
If you’d like to chat – I’d love to hear from you.
My New Podcast Series with EY. This Episode on Businesses Fighting COVID-19
[Ernst & Young is not affiliated with LPL Financial nor California Financial Partners].
Will you pay extra taxes this year simply because you hold a mutual fund?
Why I chose to become an Independent Financial Advisor to Help People
What you get by achieving your goals is not as important as what you become by achieving your goals.—Zig Ziglar
Check the background of this investment professional on FINRA’s BrokerCheck.
DO NOT place orders to buy or sell securities via e-mail or voice mail. This and all other time sensitive requests should be placed directly with your Investment Advisor Representative by telephone.