Raised in San Jose, Ca in the heart of Silicon Valley.
I worked as an Electronics Engineer in Silicon Valley for 25 years. After the 2000 dotcom bust, I realized I did not really have my finances in good order, I had assets, some savings, and a 401k which I had funded modestly.
After the dotcom bust, I knew I had to get a better handle on my finances and due to a slowdown in the electronics business I looked at learning all I could on finances and started a new career in financial services.
I had the benefit of working with some very experienced people who taught me many financial concepts and strategies for my own financial planning.
Once I had mastered these along with continuing education I started out on my own in financial services, mainly focusing on personal and small business financial services.
I have over fifteen years of experience now and have helped many families and businesses in structuring their finances to provide maximum value with minimum costs and added benefits, at no extra cost, such as, providing cash for cancer, heart attack and stroke when applicable.
My mission is to educate as many families and business owners as possible to help them take control of their finances by minimizing their out of pocket costs while providing the maximum benefits available to them.
I have great resources behind me to leverage as need for the benefit of my clients.
I look forward to serving all my clients in helping them build a solid financial future for them and their loved ones.