Tel: (415) 574-0662​

855 Lincoln Way

San Francisco, 94122



Monday through Friday:

9 am to 12 pm and 2 pm to 8 pm

Saturday: 9 am to 12 pm

By appointment only

Other hours, contact me

  • Facebook - White Circle

Financial Planning

Introductory session

Video Call or In Person


Please come to this first introductory meeting with your spouse/partner, if applicable.

We will discuss your current situation and your goals.

Examples of topics:

  • Budgeting

  • Debt

  • Savings

  • Credit record/score

  • Insurance

  • Retirement

  • Investing

  • ...

Call me, email me or use the contact form below.

Financial planning session

Video Call or In Person

$250 per session

A typical session lasts one hour.

We will work on your goals and how to achieve them.

Please come with your spouse/partner to these meetings, if applicable.

I don't sell financial products or receive any commissions.

  • Assets & Debt management

  • Cash Flow & Income Management

  • Investment management

  • Asset Protection & Preservation

  • Retirement planning

  • Education

  • Benefits optimization

  • Credit card optimization

  • Credit score optimization

  • Budget optimization