Capital Markets Expert | Providing Financial Strategies, Building Net Worth and Managing Risk I help individuals and institutions create solutions for wealth management including; portfolio management, tax planning, liquidity events, estate planning and retirement. My background in financial modeling, equity capital markets and risk management offers a unique perspective for professionals seeking professional advice. Please contact me at (858) 461-3342. If we're not a fit, I'll be happy to help you connect elsewhere.
Independent RIA in Southern California, focused on Providing Financial Strategies, Building Net Worth and Managing Risk