Profile Updated: August 20, 2017
Residing In: Walnut Creek, CA USA
Spouse/Partner: Susan
Homepage: www.retirementwta.com
Occupation: CFP, MBA, CRPC - Financial Advisor specializing in Retirement Planning
Children: no
Yes! Attending Reunion

After Central I attended Drexel University for a degree in business management and accounting.

A few years after Drexel I entered the financial services industry, moving to the DC area and got involved in the financial planning movement in it's infancy. In the late 70's I became a Certified Financial Planner.

In the early 80's I moved to Northern CA, to the San Francisco Bay Area and obtained an MBA in personal financial planning from Golden Gate University. Most recently I completed a masters level course in Retirement Planning from the College for Financial Planning - Chartered Retirement Planning Counselor.

I started my own firm in the early 90's and have a practice specializing in retirement planning. I work primarily with families approaching or in retirement and assist with all aspect of planning for their retirment security including income planning, investments, insurance, tax planning, estate planning and long term care palnning. Most advisors focus on accumulaiton planning, I am in the process now of becoming specialized in distribution plan. This has to do with making sure individuals have the peace of mind of steady income during retirement to support their lifestyle while protecting against running out of money.

A primary hobby is snow skiing.
I also enjoy travel and do quite a bit of it.

Attending 45th Reunion (09/21/14)


Attending Reunion Golf (09/19/14)


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