I am a Certified Financial Planner (CFP) and have been a financial advisor for over 30 years, since 1984. I help clients retire early, invest safely and look at the "big picture" to make sure they don't fall into some financial trap. I operate a Registered Investment Advisor (RIA) firm in Los Gatos. I specialize in showng clients how to save on taxes, through investments & the use of special trusts that avoid capital gains tax on sale of appreciated assets; I offer a free complimentary appointment to prospects so we can get to know each other better & decide whether we want to work together. No obligation. I do financial planning for clients and manage their liquid assets using large i...
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