I am an opportunistic investor with a deep understanding of the equity markets and investor psychology. Through 14 years of experience I have developed a unique strategy based on extensive analysis of businesses and market cycles. My experience allows me to guide my clients to make the right decisions based on their goals and risk tolerance level. I am a Registered Investment Adviser, Licensed Realtor and Radio Talk Show Host (InvestTalk and Talking Ventures).
Financial Advisor in Scottsdale, AZ
Registered Investment Advisor (RIA) in Dana Point, CA
- Bonds & Fixed Income
- Mutual Funds
- Retirement Planning
- Risk Management