For 35 years, I've been a financial advisor to high income/net worth individuals providing guidance thru the income and estate tax maze with special emphasis on the post pressing question: how much capital do I really need to live the way I want to ive for the rest of my life and what can I do to transfer tax liabilities to benefit charity or to create intergenerational wealth.
On a personal note, I live in Newport Beach, CA with my wife, Baxter the Golden Retreiver and Herbie the Pit Bull. I'm a proud father of two daughters, Sloane & Paige and am prviledged to serve on the Board of the Make A Wish Foundation of Orange County and the Inland Empire. I am addicted to golf and am a member a
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