Bio: Head of Strategy & BD | Crafting Solar Solutions for Lasting Wealth Preservation—Secure Your Spot

Bio: Helping individuals and business owners with appropriate solutions.

Bio: I’m a 23 year veteran in the securities industry. I have a business partner and we have a small boutique firm in Northern CA in the East Bay.

Bio: A veteran of over 20 years of experience, working with small business owners as their financial consultant.