Local Independent Financial Advice for Investors in
Marin County & the San Francisco Bay Area  

The global investment environment is very difficult. Do you have time to closely manage your investments, preventing losses and improving income? This is a critical time to get a Second Opinion on your Investments.

Investors need truly independent financial advice from a local advisor they know and trust. Commissioned brokers and planners have sales goals and other agendas that may or may not be in your best interest.  A registered investment advisor has only one goal: to give you the financial advice that will help you meet all of your investing goals. 

Because I am independent and fee based only, I can offer my local investors unparalleled service and independent investment advice without the conflict of interest inherent with a commission based broker or planner.

For over 20 years, I have managed my clients' money with a keen eye on cost effectiveness and tax efficiency.  And I can do the same for you.

Why should you make me your Registered Investment Advisor?

• Over 20 Years Experience with a great track record managing family wealth.
• Local Independent Financial Advice and wealth management gives you the best chance to improve your investment results .
• As a Fee-Only Financial Advisor, my only motivation is to help you meet your investment goals, consistent with your risk profile.
• Investment for Retirement and Retirement Income Planning is much more effective when done by a investment specialist.
• I manage all investment account types including:
• Individual, Family and Trust Accounts
• IRA, 401k, and 403b Retirement Accounts
• 529 College Savings Plans
• Available investment choices include:
• Growth Stocks, Value Stocks, Income Stocks and and Foreign Stocks
• Treasuries
• Corporate Bonds
• Real Estate Investment Trusts - REITs
• Tax-Free Municipal Bonds
• No-Load Mutual Funds
• Exchange Traded Funds (ETFs.)

Please consider an in-depth Investment Account Review.  This is not a computer-generated report.  It is a detailed analysis of each holding in your portfolio with recommended actions including:

• Finding defensive investments.
• Generating more income.
• Saving investment costs.
• Uncovering emerging investment themes.

Learn about the STOCK PORTFOLIO ANALYSIS