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

The global economy requires global investing expertise.  Do you have time to closely manage your investments for maximum return? 

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.)

As a way to introduce you to the quality of service I provide, I am offering an in-depth analysis of your complete stock portfolio.  This is not a computer-generated report.  It is a detailed analysis of each holding in your portfolio with recommended actions.  If you would like to learn more, please click below:

Learn about the STOCK PORTFOLIO ANALYSIS