Managing Partner, Personal CFO
Financial independence. Retirement. Investing. Things we know we should be focusing on, but that can be stressful and time consuming…
As your Personal CFO, my job is to give you the freedom to make lifestyle decisions without financial stresses and burdens. By learning what is most important to you – what I call your personal definition of true wealth – I use my Personal CFO FORMula to work together to create your customized plan. A plan that allows you to pursue your unique dreams and goals so you can enjoy life while addressing your financial concerns.
I have been helping my clients put such plans in place to simplify their lives for over 20 years. After growing up in Western Massachusetts, I earned a B.A. in History from Trinity College in Hartford, CT and moved to San Diego to begin my financial services career. My wife Mary and I have a son, Joey, and two cats, Gelato and Spumoni. I am a member of the Advisory Committee of the FACE Foundation (the Foundation for Animal Care and Education), an organization that provides financial assistance to animal owners unable to afford the cost of emergency veterinary care. I am also on the Board of Directors for the United Way of San Diego, and also support other charitable organizations such as the San Diego Humane Society. In accordance with my own definition of true wealth, I love playing with Joey and teaching him new things such as baseball and basketball, traveling with my family to new and exciting places and learning about their cultures, golfing, reading biographies and historical fiction, and watching baseball and football.