I have been guiding people just like you achieve financial mastery for nearly 30-years. As a steadfast presence in the investment strategy sphere, adeptly maneuvering through the ever-changing currents of economic and business cycles. My dedication to your financial prosperity was solidified in 2016 with the adoption of a fee-only fiduciary model. Ensuring that your interests are at the forefront of my endeavors.
My insights have transcended the confines of the airwaves, touching lives through Community Television, print, and a myriad of media outlets. Disseminating a treasure trove of financial wisdom. Between 1999 and 2008, I served as a luminary of financial education. Imparting knowledge to over 2,500 individuals via community education programs in Santa Cruz County, California. My economic analysis and market commentary became a trusted feature on KPIG Radio. 107.5 FM in Freedom, California, and KPYG Radio 94.9 FM in Cayucos, California. Securing the confidence of my audience for nearly twenty years.
Following my radio career, my passion for financial discourse has seamlessly transitioned to the digital domain. My ‘Market Bull’ perspectives continue to shed light on the intricacies of the financial markets. I warmly offer you a complimentary, no-obligation consultation—reach out to me at 831-334-5318. Experience firsthand why, after close to three decades, I remain committed to the personal touch. In our dedicated time together, we will explore your financial aspirations and tackle your queries head-on.
Reach out now—together we can achieve financial mastery, crafting a financial narrative as unique as you are. Let’s forge your prosperous future, hand in hand.