For over 12 years I have worked for investors providing guidance on income and growth financial strategies, retirement and estate planning strategies. I have learned what matters most to you may go well beyond the investment discussion. Our team and I specialize in helping our valued clients like you further explore the following wealth considerations:
1) Building net worth
2) Protecting what matters most
3) Provide tax efficient advice
4) Leaving a legacy
Our team brings together specialists in the areas of Insurance, Estate Planning and Tax strategies to address all areas of your financial strategy.
Understanding your whole picture is the first step towards creating a financial strategy designed with the purpose of meeting your unique expectations now and in the future.
Build a Financial Strategy
Once we understand who you are as an investor and what your long-term objectives are, we can form a financial strategy designed to meet your objective.
Monitor and Adjust
I am committed to continuously monitor and adjust your financial strategy as changes occur. These changes may be in Financial Markets but also may be changes to your personal situation.
The world is different today and so your portfolio needs to evolve to reflect the changes that are occurring.
My credentials include:
CFA Charterholder (CFA®) - The gold standard among global investment industries, focused on global investment knowledge, professional standards and ethics.
Certified Financial Planner (CFP®) - Recognized internationally for excellence in financial planning.
Certified Retirement Specialist – Ensures the knowledge needed to help you determine and then meet your retirement planning goals.
Discretionary Portfolio Management - You will receive objective client focused advice, effective risk management, and best execution and implementation of portfolio strategies
My wife and I love creating new dishes in our top chef kitchen. Our ingredients are freshly handpicked from our home garden of basil and heirloom tomatoes.
Together we have two children, Isabella (11) and Francesco (8). Both are green belts in Karate. Isabella aspires to be an artist and Frankie is a talented rising soccer star. Isabella and Frankie love playing with our family dog (2 yr. old Keeshond) named Ema.
During the Winter we head up to the mountains to ski, and in the Summer we like to go camping and hiking as much as possible.