Tax-Smart Financial Planning from a San Diego Financial Advisor

If you are looking for a San Diego financial advisor, you are probably not just looking for someone to manage investments. You are looking for clear advice, thoughtful planning, and a strategy that helps you keep more of what you have built.

Most of my clients come to me after realizing their investments, tax strategy, and financial plan are being handled separately and not working together. My approach is built around bringing those pieces together so each decision supports the bigger picture.

I work with clients in San Diego and across the country on retirement planning, portfolio management, and proactive tax strategy so each part of the plan works together.

I'm a fee-only fiduciary, Chartered Financial Analyst (CFA) Charterholder, Certified Financial Planner (CFP), and Enrolled Agent (EA), bringing investment, planning, and tax expertise into one relationship.