Please note our privacy policy has changed. To view the policy, please go to https://corporate.thryv.com/privacy/

Details

General Info

I have a law degree and a masters in international finance but I found my calling as a financial planner – a role that in many ways mirrors the old country attorney. I sit down with a family, listen to their concerns and I advise them. I take immense pride in helping families achieve their goals and get what they want to get out of life. I also dedicate my time here in San Francisco to two boards: The Smuin Contemporary Ballet and the McGrublian Center for Human Rights at Claremont McKenna College.

HoursCLOSED NOW
Regular Hours:
Mon - Fri
Sat - SunClosed

Contact Info

Phone:

Main - 833-752-6333

Address:
2175 N California Blvd Ste 800 Walnut Creek, CA 94596

Reviews

Be the first to review!
Write a Review
Categories
Investment Management, Financial Planners, Financial Services, Investment Advisory Service, Investments
Services / Products
Financial Advice Financial Planning Investment Management Registered Investment Advisors (RIA) Retirement Planning
Provided by
Data provided by one or more of the following: Thryv, Data Axle, Yext.