Focus: Insurance Strategies, Investment Strategies
Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.
I graduated from San Francisco State University and later received my law degree at the University of San Francisco. I am a Life and Qualifying member of the Million Dollar Round Table, a thirty-three year member of NAIFA, and past president of Montgomery Street Motorcycle Club. My wife Donna and I make our home in Orinda, CA.
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3003 Oak Road Suite 250
Walnut Creek, CA 94597-4541