After working in software companies for over 14 years, I decided to do mortgage financing and real estate. As I evaluated my clients’s portfolios as they either refinanced their properties or bought more, I learned about their approach to investments. This learning process led me to become a licensed Investment Advisor Representative with the ability to take assets under management. My clients include judges, employees from the private sector, those who work for the government, high tech employees with incredible salaries at a very young age, self-employed entrepreneurs, and beyond. I had the privilege of being invited to become a Small Business Development Center (Silicon Valley SBDC) Business Advisor. In this role, I provide free consulting to residents that wish to start their own business. With a teamwork approach, we can work out a plan that is specific to your goals, interests, and the efforts you want to take to reach your retirement goals.
