I am a passionate and disciplined Financial Advisor, specializing in retirement planning and mortgage consulting. I have been providing consistent and dependable professional financial advice for more than 20 years, and as a result my clients comfortably experience genuine financial security. They are assured and confident that their long term financial well being is in good hands.
My career began with Merrill Lynch in Boston, Massachusetts where I grew up, graduating from the financial consultant training academy in 1985. In 1990, I tired of shoveling snow and moved to sunny California to study advanced portfolio management and investment management studies. By 1996 I felt my clients’ interests would be best served by being independent and I became an independent Registered Investment Advisor. This ultimately culminated in my formation of Capital Financial Advisory Services, where I continue to serve as President today. My degrees are from Clark University in Worcester, Massachusetts, with additional studies at Kings College, University of London, England.
I have dedicated myself to serving the community because I get great pleasure in helping people make their dreams come true. With over 20 years of experience in managing complex personal and institutional portfolios, I have the expertise to help you with the most complex financial decisions you will face . Regardless of the direction of the wind, you always have peace of mind knowing that I am personally and professionally committed to your best interests.
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Member of the Retirement Income Industry Association
(RIIA)
- Member
of the prestigious HS Dent Advisers Network
- Member of the Chamber of Commerce Board of
Directors
- Member of Natomas Rotary and the Paul Harris
Fellowship
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