
Principal, The Asset Planning Group
San Francisco Bay Area

Principal, The Asset Planning Group
San Francisco Bay Area
We are a private wealth financial services firm specializing in asset optimization and retirement planning. I am a financial strategist with broad experience in capital preservation, risk mitigation, home equity planning, estate planning, and tax-favored investments. I provide clients clarity, balance, focus and confidence in realizing their lifelong dreams.
I am TEAM (The Equity Alliance Matrix) - trained and a member of Missed Fortune Associates. I design financial plans optimized for liquidity, safety, and an attractive, tax-advantaged rate of return. By restructuring assets, I can substantially increase a client's net spendable retirement income--without increasing their monthly expenses. I enhance family balance sheets and empower clients to secure their financial future and family legacy.
(Financial Services industry)
Currently holds this position
(Public Company; 1001-5000 employees; TER; Semiconductors industry)
1997 — 2003 (6 years )
(Privately Held; 201-500 employees; Computer Hardware industry)
1992 — 1997 (5 years )
(Public Company; 1001-5000 employees; TEK; Telecommunications industry)
1988 — 1992 (4 years )
(Public Company; 10,001 or more employees; GMH; Defense & Space industry)
1984 — 1988 (4 years )
Bachelor of Science , Electrical and Computer Engineering , 1980 — 1984
Technology startups, investing, innovative technology, nanotechnology, Blue Ocean Strategy, Quadrant Living Experience, quantum mechanics, international traveling, gourmet food, surfing, Brazilian jujitsu, judo, college basketball, GOLF!
UCSB Alumni Association, The Equity Alliance Matrix (TEAM), Missed Fortune Associates, Gracie Jujitsu student under Helio Gracie (Founder), Rorion Gracie (UFC Founder), Royce Gracie (UFC Champion), and Ralph Gracie
First naturalized Vietnamese-born U.S. citizen to be Appointed and Admitted into the US Military Academy and the US Naval Academy