Team
My role is to help you with the day-to-day maintenance of your accounts with Cal Cap.Along with Arika, I am the best person to call first regarding your client service needs. You are welcome to contact me when you have questions about...
My role is to assist our Investment Committee as an investment research analyst and execute all trades when client accounts need to be reallocated or rebalanced. I also conduct quality control on our clients' performance statements to...
My role is to take the lead creating and maintaining relationships with prospective clients and local financial professionals. If you are a prospective client, I will walk you through who we are, how we work with our clients and how we...
My role is to take the lead in the creation and maintenance of your financial plan. I may also act as your primary financial advisor. As a client of our firm, you may contact me for updates on your accounts and progress towards your...
My role is to take the lead on investment planning. I chair our Investment Committee, where we research and select investments on your behalf. When there are fluctuations in the market or within our portfolio holdings, our Investment...
My role is to take the lead as your financial planning resource. When you have an estate planning, tax planning or retirement planning issue, I will work to create the best solution for your situation. We also take into account your...