Founder and CEO of Total Wealth Solutions, LLC
Businesses, non-profit organizations, individuals and retirement plans have entrusted him with their assets. Has more than 15 years of financial experience. As one of the top ranking specialist at Merrill Lynch for many years, he decided to take charge to provide cost effective and unbiased expertise to benefit his clients. Creative strategic planner on how to CREATE, PROTECT, and TRANSFER Wealth. He is an alumnus from the University of California in Berkeley and holds all the FINRA Series 24,7,63 and 65 Registrations through LPL Financial offered by LPL member FINRA/SIPC.
Expectations:
People, relationships, knowledge, honesty and integrity make the difference. I strongly believe in having a long term relationship, growing with my clients at every stage of their financial cycle. I make myself available to guide and educate them to make smart decisions. As we all know that knowledge is power and when used properly can make a big difference.
Accomplishments:
I am proud to say that I have earned the respect and confidence of my clients by striving to provide them with smart planning for almost last 15 years. I seek to provide valuable advice and appropriate resources and customized solutions to my clients to help manage their financial needs My practice is grown almost exclusively through referrals from accountants, attorneys, Real estate, Medical and Technology professionals, business owners and existing clients. My greatest satisfaction comes from knowing I have helped my clients and from long term relationship we develop together.