Principal & Financial Advisor

• Nov 2013 - Present

Our process of financial planning starts with getting an idea of what your financial goals are and then building a plan around those goals using investments and investment strategies that have a reasonable probability of fully funding those goals. We meet initially to review your current situation and your goals. We then solidify this into a formal financial plan. This financial plan becomes our road map for making financial decisions and a good benchmark to asses if we are reaching (or… Show more Our process of financial planning starts with getting an idea of what your financial goals are and then building a plan around those goals using investments and investment strategies that have a reasonable probability of fully funding those goals. We meet initially to review your current situation and your goals. We then solidify this into a formal financial plan. This financial plan becomes our road map for making financial decisions and a good benchmark to asses if we are reaching (or on track to reaching) your specific financial goals. We believe that investments are a tool to achieve your goals. We focus on your goals and not just the investment returns. We provide assistance in the following areas: - Financial Planning - Retirement Plans - Tax Plans - 401(k) Planning - 403(b) Planning - College Plans - Estate Plans - Money Purchasing Plans - Profit Sharing Plans - Investments - Bonds - Common Stock - Educational IRA - Traditional IRA - Roth IRA - SEP IRA - Simple IRA - Brokerage Accounts - Treasury Bills Show less Our process of financial planning starts with getting an idea of what your financial goals are and then building a plan around those goals using investments and investment strategies that have a reasonable probability of fully funding those goals. We meet initially to review your current situation and your goals. We then solidify this into a formal financial plan. This financial plan becomes our road map for making financial decisions and a good benchmark to asses if we are reaching (or… Show more Our process of financial planning starts with getting an idea of what your financial goals are and then building a plan around those goals using investments and investment strategies that have a reasonable probability of fully funding those goals. We meet initially to review your current situation and your goals. We then solidify this into a formal financial plan. This financial plan becomes our road map for making financial decisions and a good benchmark to asses if we are reaching (or on track to reaching) your specific financial goals. We believe that investments are a tool to achieve your goals. We focus on your goals and not just the investment returns. We provide assistance in the following areas: - Financial Planning - Retirement Plans - Tax Plans - 401(k) Planning - 403(b) Planning - College Plans - Estate Plans - Money Purchasing Plans - Profit Sharing Plans - Investments - Bonds - Common Stock - Educational IRA - Traditional IRA - Roth IRA - SEP IRA - Simple IRA - Brokerage Accounts - Treasury Bills Show less

Business Advisor & Tax Credit Specialist

• Jun 2009 - Present

My passion is helping clients improve the operations of their business, understand and optimizing their accounting and finance needs as well as identifying missed & hidden tax savings opportunities! I specialize in maximizing CA EZ Credits as well as WOTC and Federal Empowerment Credits. Additionally, I manage cost segregation projects for many of our larger clients making significant real estate acquisitions or improvements. I also provide financial accounting advice and support. My passion is helping clients improve the operations of their business, understand and optimizing their accounting and finance needs as well as identifying missed & hidden tax savings opportunities! I specialize in maximizing CA EZ Credits as well as WOTC and Federal Empowerment Credits. Additionally, I manage cost segregation projects for many of our larger clients making significant real estate acquisitions or improvements. I also provide financial accounting advice and support.

Advisory Board Member

• 2013 - 2018

The UC Master Gardener Program is a cooperative for gardeners to expand their knowledge and share their passion for gardening. The Master Gardners program includes a 16-week training course, final exam, and a 50-hour hands-on training requirement. The curriculum consists of a combination of horticulture and plant science topics. Revive your green thumb and learn the latest US horticulture science, pest management, and sustainable landscape practices. The UC Master Gardener Program is a cooperative for gardeners to expand their knowledge and share their passion for gardening. The Master Gardners program includes a 16-week training course, final exam, and a 50-hour hands-on training requirement. The curriculum consists of a combination of horticulture and plant science topics. Revive your green thumb and learn the latest US horticulture science, pest management, and sustainable landscape practices.

Staff Accountant

• Jun 2008 - Jun 2009

Assurance and Enterprise Risk Services

• Sep 2007 - May 2008

Volunteer

• 2006 - 2006