Financial Advisor, CFP, AAMS
My primary goal is to help individual investors develop an investment strategy for their unique long-term goals. Whether planning for retirement or a small business, saving for an education or reducing taxes, I'd like the opportunity to meet with you and discover how our services can help achieve future investment goals.
Call to schedule an appointment at 707-938-8585 or email at firstname.lastname@example.org. You can also click here to visit my website for additional information.
- Catholic Charities of Santa Rosa, Board of Directors
- Redwood Empire Estate Planning Council, Member