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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Insuring Your College Student

Before leaving for college, be sure your student has his/her insurance needs (medical, auto, personal property) addressed.

New Math for Social Security

In 2017, Americans born in 1955 become eligible to claim Social Security benefits at the earliest claiming age of 62.

Market Measures: Beyond the Dow

A description of the 5 market indexes that are often used as benchmarks to track various categories of investments.

How a Pension Could Affect Social Security Benefits

The potential impact on Social Security benefits by the Windfall Elimination Provision and the Government Pension Offset.

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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