CLU®, ChFC®, CASL®
Insurance Strategies, Investment Strategies (Reg. Reps Only), Business Owners, Charitable Giving, Estate Planning, Business Succession Planning, Retirement Income Planning, College Funding Strategies, Risk Management Strategies, Retirement Strategies
Ted and his team provide creative insurance and investment services for individuals, families, executives, business owners and professionals. The emphasis of his client services is: wealth accumulation, wealth distribution and wealth transfer strategies, incorporating clients financial independence, family legacy and social capital goals. Since 1973, Ted has been working to assist clients in every aspect of their financial lives. His experience provides clients the opportunity to put a strong financial strategy in place and the ability to stay the course. Ted has a reputation for excellence in the industry.
As an Investment Advisor Representative, Ted has achieved numerous awards and designations including:
Ted has a Bachelor of Arts degree in Economics from the University of San Francisco. He served as an Annual Fund Chairperson at USF. Ted is a former three-time World Lightweight Wristwrestling Champion and a member of the World Wristwrestling Hall of Fame. His involvement with Big Brothers/Big Sisters of the Peninsula has brought him great joy. Ted has mentored his “Little Brother” since 1975. He also served as the President of the The Board of Directors of Big Brothers/Big Sisters of the Peninsula. Ted is married with two adult children and two grandchildren. He is an active member of Peninsula Covenant Church. When his children were young, Ted spent many years coaching Little League Baseball, basketball, and football. Over the years, Ted has enjoyed waterskiing, snow skiing, fly fishing, tennis, softball, and attending theatre productions.
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