About
I focus on providing financial planning and investment management to successful families. I specialize in working with business owners. Generally, I help my clients develop "big picture" plans to accomplish the things they want in life and to make wise decisions with their money. Specifically, I help my clients to: - Develop and implement investment strategies designed to protect and grow your wealth. - Identify and protect against major risk exposures. - Help you take care of the people who are important to you. - Work with your other professionals to reduce the impact of taxes.
Address
in Livermore, CAInfo
Year started:
2009
Reviews
Peer Endorsements
Best Answers
Q&A
Asked by Karen
Answered by Carlos Contreras
ChFC® in Aventura, FL
ChFC® in Aventura, FL
Because of the penalties and added taxes
created by a withdrawal if you are under 59
1/2 years old, it really is not to your
advantage to remove money from the 401(k) ...
Q&A
Asked by an anonymous user
Answered by Ken Perine
Certified Financial Planner in Livermore, CA
Certified Financial Planner in Livermore, CA
If you would like to lower your taxes for
2014, you don't have much time left to get
that IRA opened before the deadline, which is
the date you file your 2014 tax retu...
Q&A
Asked by Zanna
Answered by Ken Perine
Certified Financial Planner in Livermore, CA
Certified Financial Planner in Livermore, CA
Zanna,
Congratulations on recognizing the
importance of saving for your retirement!
Surveys suggest many people aren't doing
enough of that, so good for you that you...
Specialties
- Retirement Planning
Credentials
Licenses
CA Life & Health Insurance
License # 0H39524Associations
Financial Planning Association
Tri Valley Consultants Forum
Tri Valley Estate Planning Council
Certifications
