As the Chief Executive Officer and President of FLC Capital Advisors, my primary responsibilities include making corporate decisions, driving our associates and resources toward strategic goals, investment management, and financial planning. I specialize in financial planning and retirement planning, as well as customized investment management of stocks, bonds, and other public securities. With over 34 years of experience in the financial services industry, I have obtained the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, as well as Series 24, Series 7, and CA Life Insurance licenses. I hold a Bachelor of Business Administration with a major in Finance from Stetson University.
What motivates me most is helping clients achieve their financial goals. The satisfaction of knowing that I am helping clients build wealth, protect their assets, and plan for their future is a huge motivator for me. Seeing the positive impact my advice and guidance can have on their lives keeps me excited about my work. I believe that the greatest value I can provide for our clients is my expertise and knowledge in creating personalized financial plans tailored to their specific goals and needs. By understanding their financial situation, risk tolerance, and long-term objectives, I can help them make informed decisions and navigate through complex financial matters.
I live in Indian Wells, CA, and have called the Coachella Valley home for 34 years. My family includes my wife of 35 years and our four wonderful children, ranging in age from 18 to 30 years old. In my free time, I enjoy traveling, fishing, boating, golfing, mountain biking, and attending yoga classes with my wife.