Working in the business is the priority for all successful business owners. Protecting assets, maximizing tax efficiencies and preserving wealth is typically an assumption. The reality is that it takes planning to protect assets and even more effort to ensure that strategies are in place to recapture wealth that can be invested alongside the business.
I work with business owners and entrepreneurs to leverage the power of planning to protect assets, plan for income sufficiency and unlock surplus profits that can be invested alongside the business. I apply a process that allows us to evaluate the various elements that can affect the profits and tax exposure of a business, create a comprehensive financial plan that protects assets and manages risk, implement the plan and continue to manage and assess the expected return of investments, assets and various elements of the plan.
A life-long Southern California resident, I am blessed to enjoy the activities our location offers. You’ll often find my wife, two sons and I spending time with friends sailing out on the Pacific, SeaDoo’ing at The River or Skiing in the local mountains.
I hold licenses of Series 6, 7,63 and 65 and meet the industry requirements to be a Financial Advisor. I am working towards multiple designations, including a CERTIFIED FINANCIAL PLANNER TM (CFP®) designation.
Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.