Insurance Strategies, Investment Strategies (Reg. Reps Only), Business Owners, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Charitable Giving, Business Succession Planning, Estate Planning, Financial Education, Risk Management Strategies
As a CERTIFIED FINANCIAL PLANNER™ professional, and Financial Advisor, I am focused on you and your family's long term prosperity. I work hand in hand with you during the planning process to design a customized financial plan that gives you the direction to achieving your goals.
My mission is to help individuals and small business owners develop financial objectives and achieve those objectives through a variety of financial solutions and investment services that are designed to meet their present and future needs.
My goal is to educate and help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning and wealth preservation so you can make informed decisions about issues that affect your financial well-being. Most importantly, I hope you see the value of working with a skilled professional to pursue your financial goals so you may achieve financial freedom.
I bring over 30 years of business experience and passion to my profession. I focus my practice on working with high net worth individuals, families and small business owners.
I have an MBA degree from the Stanford Graduate School of Business and an MS degree in Mechanical Engineering from North Carolina State University. I also graduated with distinction from the United States Naval Academy and served as a Naval Aviator retiring at the rank of Captain. I am an Eagle Scout and currently serve on the Executive Board of the Pacific Skyline Council, Boy Scouts of America, the Western Region Board of the Boy Scouts of America, Vice Chair of the Board of the Hiller Aviation Museum, and on the Executive Board of the Redwood City Child Development Program, a non-profit pre-school program. I also serve as Chair of the San Mateo County Veterans Commission.
I hold Series 7 and 66 securities registrations and am licensed to sell insurance and securities in CA, AZ, OR, NC, WI, GA and WA.
CA Insurance License No: 0E51270
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Stanford Graduate School of Business, MBA
North Carolina State University, MSME
United States Naval Academy, BS Aero Engr.
Wine tasting and collecting
Commissioner, San Mateo County, CA Veterans Commssion
Vice Chair, Hiller Aviation Museum Executive Board
Executive Board, Redwood City Child Development Program
Executive Board, Pacific Skyline Council, Boy Scouts of America
Executive Board, Western Region Boy Scouts of America
Executive Board, Ariana Mae Hatami Foundation