My bend toward financial planning was borne out of my thriving CPA practice, which provided a front-row seat to view the results of the challenges facing investors. Through understanding the importance of strategic planning for retirement, the appropriate use of trusts and estate planning, and individual legacy preferences, I determined that I needed to bring financial services into my offerings. I became securities licensed in 1998 with an independent broker/dealer, where I eventually met Ben Wong and led me to join the Viewpoint team. 

Assisting clients in mapping their financial future for outcomes reflective of their values and consistent with their goals has been immensely gratifying. It has been the perfect complement and counterpart to my CPA practice. I have been able to assist families “cradle to grave” in the management of family legacies. 

A California native, I spend my free time enjoying and preserving the natural beauty of the state. Sequoia National Forest and Yosemite are obvious favorites, but Cambria on the central coast is literally a second home. My wife, Sharon, and I enjoy hiking the Fiscallini Ranch, checking up on the elephant seals, and marveling at the splendor of the spectacular coastline. I also enjoy farming various citrus crops, persimmon, and cherries in the Central Valley. It provides a physical and outdoor balance to long office hours. Serving on the board of Sequoia Riverlands Trust allows me to express my personal values by helping ensure the magic of the California landscape is managed and preserved for generations to come. Staying in touch with my adult sons and watching their lives blossom is of course life’s greatest pleasure. 

FINRA Series 7 and 63 securities registrations held through Commonwealth Financial Network

CA Insurance License #0E09943


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