What is your planning philosophy?
Definitely to begin with the end in mind. Failing to plan is the same as planning to fail. I also believe that True Wealth Planning is Planning for things that money cannot buy and death cannot take away.
How do you talk to your clients about charitable planning?
We take a very holistic approach to Financial and Wealth planning. As a matter of fact, we refer to our planning process as True Wealth Planning. With that said, I like to discuss with my clients what is important to them. We discuss family and we discuss legacy.
You are involved in community work. What type of personal rewards do you get from your community service?
Peace of mind that I have been able to “give back” to my clients and community.
Our favorite authors tend to influence the way we live our lives and our philosophies. Who is your favorite author and how has this person influenced you?
My two favorite authors are Napolean Hill and Norman Vincent Peale. “Think and Grow Rich” has got to be the single best book regarding life as well as attitude towards money and wealth. Combine that with ‘The Power of Positive Thinking” and you have a complete roadmap for life!
Where are you from and what is your favorite thing to do there? Or What is your favorite past time in Laguna. Or What do you love most about Laguna?
I was born in San Diego, raised in Anaheim, moved to South OC at age 18 and to Laguna Beach in 2005. And Laguna Beach is the BEST!
LBCF PROFESSIONAL COUNCILThe Laguna Beach Community Foundation Professional Council is open to charitably minded professionals, including attorneys, CPAs and financial advisors who live, work, or serve Laguna Beach clients. Professional Council supporters increase awareness of the Laguna Beach Community Foundation and further the mission of enhancing philanthropy in the greater Laguna Beach area.
Professional Council supporters are invited to participate in a number of social and educational activities throughout the year to broaden connections that can help serve their clients’ needs. The Professional Council also presents events that spotlight nonprofits based in or serving the community of Laguna Beach.
To learn more about the LBCF Professional Council, please call 949-715-8223 or send an email inquiry to firstname.lastname@example.org.