8910 University Center Lane Suite 200 San Diego, CA 92122-1023
Work Phone
(858)795-2318
Fax
Web Site
Member Since
1/2010
As a CPA practicing customized and comprehensive financial planning, I act as a trusted advisor to help individuals and organizations shape their future. By combining insight with integrity, I deliver value by communicating the whole picture with clarity and objectivity, translating complex information into critical knowledge, anticipating and creating opportunities and designing pathways that transform Vision into reality.
A busy professional or business owner with a planning need around wealth transfer and estate issues and considering a career change into a more enjoyable lifestyle.
Attorneys CPA Firms Estates and Trusts Knowledge Workers
All major metropolitan areas.
Social Clubs
Chair Community Development for Revitalization of Alpine.
College Degrees
B.s. Accounting, University of San Diego, San Diego
Speaking/Teaching
Experience
Financial planning, retirement and financial literacy.
Organizations
President, California Society of CPA's, San Diego Chapter
