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About

I live on the Central Coast of California and worked for 30 years in banking and finance.  I thought I’d retired but my wealth manager and good friend asked me to join him in building his business. I said yes. It’s been one of the best things I’ve ever done.  I enjoy helping people manage their finances and improving their financial well-being.  However, I lost some time that I was going to use learning, exploring, and enjoying hobbies and interests.  I haven’t stopped, just proceeding at a slower pace.

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