And no, giving up your daily Starbucks isn’t one of them. Follow along to learn about proven financial strategies aimed to help you grow and preserve your wealth.
Nail the fundamentals and build wealth on a strong foundation:
Every fee you pay means less money in your pocket. Preserve more of your wealth by minimizing or eliminating costs.
Grow wealth faster by optimizing your financial life to lower your tax bill.
Avoid hot trends and bubbles by investing with proven strategies that stand the test of time.
I’m a native San Diegan and CERTIFIED FINANCIAL PLANNER™ dedicated to helping busy professionals and retirees maximize their wealth.
After working with large wealth management firms for over half my career, I realized one thing: They spent more time talking about how to make the firm more money than how to make clients more money. That seemed really backwards to me.
So I set out to change that by launching a fee-only wealth management firm and this blog. Join me on this journey to learn how to save diligently, invest wisely, and stay wealthy!
I’ve been recognized as a 2015, 2016, and 2017 Five Star Wealth Manager in San Diego Magazine and a Top 40 Advisor Under 40 by InvestmentNews. I was also the recipient of the 2015 SD Metro Movers award by San Diego Metro Magazine.
Curious to learn more?