Financial Planning - or helping clients with such chores as planning for retirement, managing cash flow, analyzing financial problems, etc.. I am a Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), and Chartered Life Underwriter (CLU). I also taught (for about seven years) classes in Financial Analysis for University of California Extension.
Investment Advisory Services - I am registered in California as an Investment Advisor, and I have a broad background in investments and investment planning. More than a decade ago I made the decision to give up my security license and reduce the conflicts of interest that come from selling investment products. I attempt to work with my clients through no-load mutual funds or discount brokerages.
Tax Planning & Preparation - I am an Enrolled Agent with an extensive knowledge of tax and tax planning.