Personal Information
Organization / Workplace
San Francisco Bay Area United States
Occupation
CEO & Chief Strategist Lyon Wealth Management, Inc. at HighTower Advisors, LLC
Industry
Finance / Banking / Insurance
About
Coaching Families to make Sound Financial Decisions. We believe that there are three critical areas in our clients lives that need to be addressed continuously. These three areas are tax, legal & risk management. If these areas are addressed in a dynamic way, optimal outcomes ensue. If not, sub-optimal outcomes are a certainty.
Specialties: CIMA certification, Certified Investment Managment Analyst - Accredited by the American National Standards Institute (ANSI)
CWS, Certified Wealth Strategist. AIF, Accredited Investment Fiduciary
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