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coast-side |
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Bio |
I became a Coastside resident in 1979, and I have been a home owner in Montara since 1997 with my wife Susan Christine an MFT whom I’ve been with since 1991.
We tend to our 5 year old Pomeranian named Teddy, and have a 7 year old domestic short hair cat - Lightning. I tend a 100 gallon tropical Reef Tank too.
We're retired now, after forty years of service. I served clients in the Financial Services Industry.
I was formerly with Brown Brother’s Harriman and Company, a private investment banking institution, serving high net worth individuals at their Headquarter office located at 59 Wall Street. Manhattan N.Y.. An Executive at Charles Schwab & Company for 12 years and ended my career with them in the firm’s Headquarter Trading Department in San Francisco.
For the last 12 years of my carrer, I'd been an independent Financial Advisory, offering an array of financial and insurance services. I was a CFP Candidate, a Registered Investment Advisor, and was certified in Long Term Care. I held several industry licenses; and I was licensed in all 50 states and all United States Territories.
Previously, serving the Coastside communities of Montara, El Granada, Pacifica, Moss Beach, Half Moon Bay and Santa Cruz in addition to many other communities in and around San Mateo County.
I am a former member of the Million Dollar Round Table and I have earned the recognition of Court of the Table title. I'm a former member of NAIFA, and a former member of the Half Moon Bay Chamber of Commerce.
I love Montara and the Coastside, and I hope to be part of the effort to make it an even better place to work and live.
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| Statistics |
Member Group: |
Trusted member |
Total Channel Entries |
7 |
Total Comments |
23 |
Total Forum Topics |
1 |
Total Forum Replies |
1 |
Total Forum Posts |
2 |
Member Local Time |
October 19, 2021 09:16 AM |
Last Visit |
July 21, 2021 10:28 AM |
Join Date |
August 18, 2005 10:14 PM |
Most Recent Entry |
August 03, 2015 01:07 PM |
Most Recent Comment |
March 26, 2014 12:28 AM |
Most Recent Forum Post |
November 07, 2012 06:51 PM |
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