I am a Certified Financial Planner and Chartered Financial Consultant (CFP, ChFC) specializing in investment, retirement and estate planning. I’ve been helping individuals and institutions achieve their financial, investment and wealth management goals since 1984.

I write a weekly market commentary and appear every Wednesday morning on CBS Channel 47 TV in Fresno, CA where I report/comment on the current market/economic environment.

I am the author of “Making Lemonade, a Bright View on Investing, on Financial Markets and on the Economy” published by iUniverese, Inc.

I am a co-founder and managing member of Private Wealth Advisors, LLC; full-service financial services firm specializing in investment, retirement and estate planning.

The following is our company vision statement:

Private Wealth Advisors, LLC is a wealth management firm committed to providing world class financial services to a select group of individuals and institutions.

By entrusting their wealth management needs to our firm, our clients who are still active in their businesses or professions, are able to spend their precious free time with the ones they love.

Our retired clients, knowing they have us to help with their investment, income, risk management and estate planning needs, feel free to thoroughly enjoy the lifestyles they have worked so diligently to attain.

Ultimately, we measure our success by the extent to which our clients realize financial peace of mind.