Me

self-portraitWealth & Well-Being

After 20 years as a financial advisor, it’s really clear to me that people want financial success because they hope it will fuel their happiness. I’ve also seen that wealth and well-being don’t necessarily come hand in hand. Each takes careful planning. And you can’t plan for one without planning for the other. Wealth and Happiness are intertwined but separate.

 

I Love Life

I believe that we’re all in a big “game” the goal of which is to become as alive as possible. To live as fulfilled as we can. And as in any game, we’re faced with opportunities and obstacles – they are what make the game interesting and worthwhile.

 

Winning the Money Game

I also believe that money is right at the heart of the game. Central to success is building enough wealth to become financially free. And the goal is to build and enjoy that wealth while playing from our “Sweet Spot” –  applying our greatest strengths to our deepest passions to make a meaningful difference. That’s life well-played. That’s where we come most alive.

 

Financial Planner AND Coach

I’m a wealth manager and I’m passionate about helping you navigate this extremely complex world of money to make great decisions about your wealth. I love helping you care masterfully for your finances.

 

I’m also a coach and I’m passionate about helping you live large. And that comes from knowing what you most want in life, going for it, and having your wealth fuel the adventure.

 

 

Here’s a quick and easy way to learn more about me Professionally:

Professional Highlights:

  • 20+ Years of Experience
  • Serving High Net Worth Individuals, Families, Trusts & Estates
  • Comprehensive Financial Planning specialty
  • Evidence-Based Portfolio Management Expertise
  • Focus on your Wealth & Well-Being (it’s about more than just the money)

Education:

Middlebury College

  • Middlebury, VT
  • Class of 1991
  • BA in Psychology, cum laude

College for Financial Planning

  • CFP Certification Professional Education Program, 1998

The Kinder Institute of Life Planning

  • Seven Stages of Money Maturity
  • EVOKE Training
  • Registered Life Planner – Mentorship
  • 2009

Money Quotient

  • Financial Life Planning Training Program, 2010

The Coaches Training Institute

  • Co-Active Coaching Curriculum Graduate, 2010
  • Leadership Program Graduate, 2011

Professional Credentials:

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Certified Financial Planner®, 2000

Registered Life Planner®, 2009

Membership:

Financial Planning Association (FPA)

  • National
  • San Francisco Chapter

 

 

 

Professional History:

Drake Wealth Management

  • 2012 – 2017+
  • Founder
  • Sausalito, CA

 

Private Ocean

  • 2008 – 2010
  • Lead Financial Advisor
  • San Rafael, CA

Friedman & Associates

  • 2001-2008
    Lead Financial Advisor
    Lead Portfolio Manager
    Novato, CA
    Became Private Ocean

 

Firm was Schwab Impact Award Winner

  • Best use of Technology for Client Service

LJ Altfest & Company

  • 1998-2001
  • Financial Planner
  • New York City, NY

Kelsey National Corporation

  • 1996
  • Health Insurance Consultant

 

Quoted in Media:

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The Wall Street Journal

 

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Forbes

US News

U.S. News & World Report

USA Today

USA Today

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Time

Money-Magazine

Money

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The Huffington Post

Journal of Financial Planning

Investment Advisor Magazine

Marketwatch

MarketWatch

 

The Sydney Morning Herald

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Business Insider

Investopedia

Investopedia

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LearnVest

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Daily Worth

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Fox Business

The Street Logo

The Street

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Think Advisor

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The Week

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National Financial Educators Council

 

Fund Action Magazine

Inside Information

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Common Ground Magazine

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NerdWallet.com

LasVegas-reviewJournal

The Review Journal

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Rescue A Ceo (CEO Blog Nation)

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Examiner

BlueLeaf

Blueleaf Advisor

InvestmentPal

InvestmentPal

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Go Banking Rates

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Military.com

 

 

Professional Continuing Education Programs:

U Penn Positive Psychology

  • Professor Tal Ben Shahar

Landmark Education

  • Complete Curriculum
  • Personal Development

Edward A. Jacobson

  • Appreciative Inquiry – PATH group

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Dimensional Fund Advisors University

Wall of Credentials

FPA Certificate 2014

Institutional Partners and Tools:

My Partners in Portfolio Management Excellence

My Partners in Custodial and Trading Excellence

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My Partners in Mutual Fund Excellence

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Providing excellent tools for Financial Planning Analysis

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Offering the best in mutual fund and securities research

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Riskalyze

Scientifically validated tool for assessing risk tolerance

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Offering the best in charitable planning

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