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I start by documenting your goals and then compare them to your current portfolio. I use proven investment strategies designed to meet your risk tolerance and stand up against market volatility. And you can count on unbiased recommendations and impartial guidance based directly on your needs and goals.
I’m passionate about helping both companies and individuals with diversifying portfolios, managing assets, analyzing market trends, and reducing financial risk. My goal? To safeguard the dreams you strived to achieve and the assets you have worked so hard to accumulate. I use proven investment strategies designed to meet your risk tolerance and hedge against market volatility.
Since 1999, I've been helping business and individuals safeguard their assets and plan for the retirement they want. When I'm not working, I enjoy sailing, cooking, and playing with my 2 dogs.
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Send me a message, and tell me more about your financial goals and needs. I will get back to you soon to schedule a consultation.
714 surf view Drive, Santa Barbara, CA 93101, US
Monday - Friday: 9am - 5pm
Saturday: By appointment