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Welcome to Coffeehouse Capital!
I’m the Founder and President of Coffeehouse Capital, an independent fee-only financial planning and investment management firm. I’ve been in the banking and Wealth Management industry since 2007, first with Bank of America, Banc of America Investments, then Merrill Lynch.
As a CFP® professional
and fiduciary, I now provide comprehensive financial planning, wealth management and financial advice to a broader population.
As an experienced financial advisor, my mission is to help build and manage wealth through comprehensive financial planning and education. I have a history of serving busy professionals and families, current and future retirees and business owners.
I am a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Retirement Planning CounselorSM.
California State University, Fresno, Bachelor of Science, Finance