About
As a Brentwood-based CERTIFIED FINANCIAL PLANNER™ with 20+ years of experience, I provide fee-only financial planning for high-net-worth individuals and families. As a fiduciary, I offer objective advice built around your goals, compensated only by the clients I serve. My firm focuses on retirement planning, investment management, and wealth preservation. I help clients simplify complex financial lives, make confident decisions, and stay on track through transitions such as retirement, bus...
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Current Hours
- Sun CLOSED
- Mon 8:30 AM - 5:00 PM
- Tue 8:30 AM - 5:00 PM
- Wed 8:30 AM - 5:00 PM
- Thu 8:30 AM - 5:00 PM
- Fri 8:30 AM - 4:00 PM
- Sat CLOSED
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Sat CLOSED
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