I'm a CERTIFIED FINANCIAL PLANNER™ residing in Danville, California and the Principal Co-founder of Collabria Capital, Inc.
Clients come to me with all sorts of financial puzzles, like dealing with stock options, taxes, and planning for retirement. They want to feel confident about their money decisions but don't have the time or interest to dive into all the details themselves.
Whether you're in the middle of your career or getting ready to retire, I'll be there to guide you through your journey to financial independence. My goal is to help you make smart choices for yourself and your loved ones, both now and in the future.
Outside of work I can be found hiking, playing guitar, spending time with family, and volunteering for non-profit organizations.