Certified Public Accountant
Bachelor of Science in Business from the St. Peter's University
Bachelor of Science in Computer Science from the St. Peter's University
I help great people make great financial decisions. This all starts with a simple meeting that evolves into an ongoing relationship. All the way, we uncover personal aspirations, discover and meet personal goals, and understand what makes us tick.
I am technically oriented financial advisor who is passionate about helping others meeting their personal financial goals. From start-ups to Fortune 500 companies, I strive to break down advanced modeling and data analytics into easy to understand and execute concepts.
I best serve those with complex stock compensation needs, including Incentive Stock Options(ISO), Nonqualified Stock Options(NSO), Restricted Stock(RSU/RSA), and Employee Stock Purchase Plans(ESPP). My specialties include advanced tax planning, cash flow analysis, distribution modeling, retirement planning, withdrawal strategies, and social security planning.
Upcoming speaking engagementsView More
Resources and event materialsView More
In the community
- American Institute of Certified Public Accountants (AICPA), member
- California Society of Certified Public Accountants (CalCPA), member
- Financial Planning Association(FPA), member