Plan…to finish well
It is my mission to come alongside others and help design and implement a meaningful, financial strategy that leads to peace of mind, provides options and gives others opportunities to make an impact in the causes they believe in. How would that change your life? Your future? The people and organizations you care about? I invite you to explore the answer with me.
What is your story? I want to hear your goals, meet those who matter most to you, and discover your past actions and/or inactions that have impacted your finances.
With the heart of a teacher, I help educate my clients so they understand the importance of planning, how their investments fit into their big picture and move them towards their financial goals, and what components lay the best financial foundation.
Bio:
I am a Certified Financial Planner™ professional, certified Kingdom Advisor™, general securities broker and CA insurance agent. I joined the financial industry in 1999. I have a BA degree from Fresno Pacific University.
Those closest to me are my wife and business partner, Michelle Lippincott, and our four young adult sons.
I enjoy playing the guitar, swimming, taking daily walks, and reading.
CA Insurance License No. 0C60570