How I can help you
We started our business from scratch and eventually sold it to a public company.
I share my experience and ideas that have been successful for me to help my clients with their Business Plans, Financial Projections, Marketing, Managing their Business, and Start-Ups. My experience with nonprofits has also provided a good understanding nonprofit business strategy, planning and operations.
HOW CAN I HELP YOU?
I can help improve business performance in marketing, finance and operations, and help business startups with business plans, financial projections, marketing, and also work with non-profits.
In my practice as a Certified Financial Planner I assisted small businesses and professionals with their financial plans, marketing and the development of their business. I have a deep sense of community service and, in addition to my professional activities, I've served on boards of directors for both for-profit and nonprofit organizations, and also served as President of the Pasadena Tournament of Roses.
As a Score Mentor I've provided advice to hundreds of entrepreneurs. Let's get started!
Areas of Expertise
- Business Finance & Accounting
- Business Strategy & Planning
- Business Operations
- Sales, Marketing & Public Relations
- Banking, Financial Services and Insurance
- Real Estate, Rental Services and Leasing
- Marketing, Advertising and Creative Services
- Nonprofit, Public and Professional Organizations
1963 U. C. Berkeley, B.S. Marketing & Finance
1970 Chartered Life Underwriter (CLU)
1971 Certified Financial Planner (CFP)
1972 Chartered Financial Consultant (ChFC - MBA equivalent)