-02-02.png)
.jpeg)
Portugal, United States
Global Investment Management, Cross Border Planning
Comprehensive Wealth Management: Investments, Retirement Planning, Cash Flow Planning, Tax Planning, Estate Planning, Debt Management and access to unique Private Equity investments
Fixed Fee for individual planning sessions, Asset Based Fee Only
Born in the Bay Area, California and raised in the midwest, I am passionate about helping people find their best selves and arming them with the financial tools to do so. I live in Lisbon, Portugal and operate a cross border practice both in Portugal and California. I love the lifestyle but I also am highly engaged with my craft.
Contact this advisor
.png){kind=small}
.png){kind=small}
.webp)
%20(1).png)
%20(1).png)