Wells Fargo Advisors | Fixed Income Investments | San Francisco

My experience resides in the sale and analysis of fixed income investments.  My mission is to assist clients and their families to reach their current income needs and future income goals, with an emphasis on capital preservation.  As an investment professional since 1983, I possess the experience and knowledge necessary to guide my clients toward the appropriate income producing investments.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

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Cash Balance Plans Can Help Supercharge Retirement Savings

Generous contribution limits for cash balance plans can help high-income business owners maximize retirement savings.

Birthday Opportunities

Test your knowledge of the financial benefits and responsibilities related to certain age milestones between 50 and 70½.

Medicare Means Testing

Medicare program structure, premiums, and why it’s important to factor health-care costs into retirement planning.

The State of Social Security

The current state of the Social Security program and possible solutions to address the program's projected shortfall.

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FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals