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We Succeed When You Succeed

As a fee-based financial advisor and an Accredited Investment Fiduciary®, most of my accounts are managed within a fee-based arrangement rather than by commissions or trading activity. This structure benefits you by putting us both on the same side of the table: we are successful only when you are successful.

So, fees are calculated simply as a percentage of the assets we manage for you, depending on the size of the account. ALL fees will be fully disclosed and discussed in detail before you invest. Also, your first consultation is absolutely free without any obligation. So, come and see why we are different! Contact us today at (925) 443-2800 or via email at