Communication Methods

  • In Person

How I can help you

We started our business from scratch and eventually sold it to a public company. 

I share my experience and ideas that have been successful for me to help my clients with their Business Plans, Financial Projections, Marketing, Managing their Business, and Start-Ups. My experience with nonprofits has also provided a good understanding nonprofit business strategy, planning and operations.

HOW CAN  I HELP YOU?

I can help improve business performance in marketing, finance and operations, and help business startups with business plans, financial projections, marketing, and also work with non-profits. 

In my practice as a Certified Financial Planner I assisted small businesses and professionals with their financial plans, marketing and the development of their business. I have a deep sense of community service and, in addition to my professional activities, I've served on boards of directors for both for-profit and nonprofit organizations, and also served as President of the Pasadena Tournament of Roses. 

As a Score Mentor I've provided advice to hundreds of entrepreneurs.  Let's get started!

Areas of Expertise
  • Business Finance & Accounting
  • Business Strategy & Planning
  • Non-Profit
  • Business Operations
  • Sales, Marketing & Public Relations

Industry Experience
  • Banking, Financial Services and Insurance
  • Real Estate, Rental Services and Leasing
  • Marketing, Advertising and Creative Services
  • Nonprofit, Public and Professional Organizations

Education

1963 U. C. Berkeley, B.S. Marketing & Finance

1970 Chartered Life Underwriter (CLU)

1971 Certified Financial Planner (CFP)

1972 Chartered Financial Consultant (ChFC - MBA equivalent)