Fee-only wealth advisor for biz owners + anyone who’s serious about achieving their dreams. Live by example. Father, husband, proud of Huntington Beach.

Huntington Beach, CA
Joined May 2016
When You Should (and Shouldn’t) Use a Personal Loan bit.ly/2OKHLx3
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A Different Kind of Diversification Pays Off for Retirees bit.ly/2MdL7qT
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3 Reasons a $1 Million Nest Egg Won't Cut It in Retirement api.vestorly.com/api/v3/read…
The Fancy New Digs of Sonoma’s Russian River Valley api.vestorly.com/api/v3/read…
Income-share agreements are a novel way to pay tuition fees api.vestorly.com/api/v3/read…
You Could Soon Get a Tax Break for Going to the Gym—But Should You? api.vestorly.com/api/v3/read…
Spa of the Week: Tschuggen Bergoase Spa at the Tschuggen Grand Hotel api.vestorly.com/api/v3/read…
Foreclosures flare up in certain areas despite national decline bit.ly/2Nggy3V
Financial Planners Are Warning Wealthy Clients That Trump’s Tax Reform Is Making Divorce Much More Expensive bit.ly/2NaQ7MK
The Good Life: Yachting Vacations Made Simple bit.ly/2ub4muc
Chinese tech giant Tencent plans to list online music arm in the United States bit.ly/2m1qAua
This is what the average US worker earns at each age bit.ly/2NsyoBF
The world's most relaxing places bit.ly/2zc78Eg
Don’t Repeat These Five Mistakes Boomers Made on the Road to Retirement bit.ly/2KtNBV5
Small Savings Accounts Can Help Defer Social Security, Raise Total Retirement Benefits api.vestorly.com/api/v3/read…
A Studio Becomes a Cool Two-Bedroom in this Clever London Reno — House Tour api.vestorly.com/api/v3/read…
Single first-time home buyers take more than 10 years to save for deposit api.vestorly.com/api/v3/read…
How Americans are using the HELOC to their advantage api.vestorly.com/api/v3/read…