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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Where There's a Will…

A 2017 survey found that only 42% of U.S. adults had a will or living trust. Here are three basic reasons why everyone should have a will.

Investing in Your Values

Investing based on principles of sustainable, responsible, and impact could have a positive social outcome.

The Cost of Caregiving

About 40 million family caregivers in the U.S. provide unpaid care to another adult. Understand the associated financial, physical, and emotional costs.

Dividend Investing: Small Payments Can Boost Returns

Focusing on dividends can be appropriate for almost any investor, especially if they are reinvested to purchase additional shares.

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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