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With over 20 years of experience in the financial planning industry. Aligning myself with Whitney & Associates has been a true blessing, as their values perfectly align with my own. Our joint mission is to educate the public on effectively maximizing Social Security income and minimizing retirement asset taxes to the greatest extent possible.
My expertise includes holding the prestigious designation of NSSA® – National Social Security Advisor, making him highly knowledgeable in Social Security planning. In addition I am IRMAA Certified planner, specializing in tax minimization from Medicare surcharges.
In my personal life, I have a deep love for the outdoors. Two activities that bring me immense joy are cycling and surf fishing. Having grown up in Southern California, I developed an affinity for many sports teams, but my true passion lies with the LA Kings. Go Kings Go!See more
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