News

Successful Investment Principles and Strategies

May 30, 2014

Being a financial advisor is a big responsibility. It entails creating the best financial strategies to ensure my clients’ and their families’ financial well-being. And, of course, it’s a responsibility that I take very seriously. Before becoming the independent financial advisor I am today, I acquired the knowledge and experience I knew I would need to ensure my clients’ financial success. I received a degree in finance, worked as a financial advisor at Merrill Lynch, worked at a private equity firm, and at a Fortune 100 financial services company. During my 15 years in the industry, I have come to believe that successful investors have one thing in common: they adhere to the following principles and strategies.

Naturally

November 16, 2007

Tragedy written in oil

Gavilan trail closed to the public

March 12, 2013

Students and community members have hiked the pastoral hills behind Gavilan College for more than 25 years - until recently, when private property owners put the kibosh on public trail access.