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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Step Up to Help Reduce Taxes on Inherited Assets

Step-up in basis on inherited assets differs from gifts, which are subject to carryover basis rules.

When a Saver Marries a Spender, Every Penny Counts

Guidelines to help facilitate financial discussions between spouses who have different points of view on spending.

HOT TOPIC: After the Storms: The Economic Impact of Harvey and Irma

The potential economic impact of Hurricanes Harvey and Irma on a local and national level.

Making Sense of Beneficiary Designations

How beneficiary designations, per stirpes and per capita, could affect the division of assets to children and grandchildren.

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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