How I can help you

I help business owners develop strategies and make informed decisions about their financial future and retirement. As a Financial advisor, I look at the business as an asset in the financial inventory and an integral part of the life of the business owner. As a business owner of Lapperts Ice Cream retail and distribution, I understand the decision making and choices that come with starting a business and can help in developing the processes as the business becomes more profitable. Keeping a good balance of family and business makes for a more successful life outcome. Strategic business planning incorporates business and family protection that is missed and eventually legacy planning, selling a business, as the business develops. As a Physician social consciousness was important, I developed through my 501c3 a program for pregnant teens which was sponsored by LAUSD, Pepsi, and In-and-Out at the LA convention Center and Cal State Long Beach. While in private medical practice I dealt with some unique issues specific to a professional practice. The professional business is different than that of a consultant or sole proprietor business, although having many overlapping issues.

Skills: business plans and planning, buy/sell a business, consulting, Financial planning, General business, non-profit.

Areas of Expertise
  • Business Strategy & Planning
  • Non-Profit

Industry Experience
  • Banking, Finance & Insurance
  • Accommodation & Food Services
  • Professional & Business Services
  • Nonprofit, Public and Professional Organizations

Education

BS 1971 University of Redlands; MD 1975 University of Hawaii; Intern 1975-1976 St Marys Hospital Long Beach; Resident Medicine 1976-1977 St Marys Hospital Long Beach; Resident OBGYN 1977-1980 Harbor General Hospital Torrance; FACOG 1983; Insurance Licensed 2010; Security Licensed Series 7 and 66 2010; RICP 2014; CLTC 2015


Communication Methods

  • In Person