As your personal Financial Advisor, I will take the time to understand your financial concerns and work in partnership with you to develop a customized investment plan that can help you meet your needs.
As your company's Financial Advisor, I provide strategies to create, enhance and maintain high quality retirement plans for companies in the Glendale area. Integrating local support with some of the best 401(k) vendors, I work hard to meet both employer and participant goals. My services can help employers to better meet their corporate goal of attaining profitability by attracting, retaining, rewarding and motivating quality employees. Equally, I strive to educate and empower plan participants to confidently accumulate and manage what may be their single largest pool of wealth during their lifetime as they work towards their goal of a more secure retirement.
My Registered Associate, Nathan Logan, and I have over 20 years of combined experience.
- PIHRA District 3 Sponsor Committee
- Qualified Retirement Plans
- Wealth Management
- Lending Services
- 529 Plans
- Municipal Bonds
- Long Term Care Insurance
- Planning for Special Needs Individuals
- Socially Responsible Investing
- Corporate Retirement Plans
- 401k Rollovers
- Defined Contribution Plans
- Certificates of Deposit
- Annuities
- Life Insurance
- CERTIFIED FINANCIAL PLANNER Certification
- Chartered Retirement Plans Specialist
- M.B.A., 1993
University of Vermont
Burlington, VT - B.A., 1989
Norwich University
Norwich, VT - M.A., 1996
St. Michael's College
Colchester, VT - Series 7 - General Securities Representative
- Series 63 - Uniform State Exam
- Series 65 - Investment Advisory Agent
- Life & Health Insurance Licensed
- Long-Term Care Licensed
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- Morgan Stanley Smith Barney
Vice President
Certified Financial Planner
Chartered Retirement Plans Specialist
Glendale, CA - Prudential Financial
Financial Advisor
Pasadena, CA
I am very appreciative when existing clients refer friends, family, and business associates for an exploratory meeting. I will do my utmost to meet your highest expectations.
You can access your investment accounts by clicking on Log On To Your Portfolio on the right-hand side of this page.
See Market Insights for the May On the Markets from the Global Investment Committee featuring
• "Here We Go Again?" After strengthening earlier in the year, US economic data has begun to weaken. We saw this "growth scare" in 2010 and 2011, and in both cases, equity markets pulled back. Is this pattern going to repeat?• "Seek Return of Capital via Dividends and Buybacks" In our view, return of capital remains an important theme in the US equity market. That means investors should seek companies that return capital to shareholders by raising dividends and/or buying their shares.
• "Q&A: Running With the Recession Forecast" Lakshman Achuthan, chief operations officer of the Economic Cycle Research Institute, speaks with Charles Reinhard, Morgan Stanley Smith Barney's deputy chief investment officer, about the economic indicators behind the forecast.
Plus, look for more on European equities, Treasury bonds, corporate bonds and municipal bonds.
