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!