Al and his family reside in Concord, California. He is married and is a father to a son and daughter. He has acquired 21 years of experience in the Financial Planning Services business and has helped hundreds of clients in Retirement Planning, Income Distribution Planning, and Investment Advisory Services. A portion of his clients value financial products that help provide principal preservation at a reasonable rate of return. His greatest conviction to successful Financial Planning is in understanding that the process isn’t just about dollars and cents; it’s about designing a lifestyle that promotes living a life filled with joy, happiness, and passion during the non-earning years. Al’s Financial Planning and Advisory Services center on retired and pre-retired individuals. He Advises on multiple areas of concern within the retirement community, i.e. Assisted Living, Health Care, Legacy Planning, and Income Planning. He has achieved the designation of Certified Estate Planner through the National Institute of Certified Estate Planners and is a Fiduciary.
Al has past experience in the Real Estate and Securities industries. He is currently an Investment Adviser Representative with Sound Income Strategies, LLC. He has gained much experience from working with hundreds of individuals seeking his advice. Al believes in the following phrase by Jim Rohn: “Success is not so much what we have, as it is what we are”. Al believes that the key to a more successful Financial Planning and Advisory business is to learn not to focus on the individual’s balance sheet or net worth, but instead to take interest in who the individuals are and how they plan to live their lives with passion. After all, the things that we carry with us to the end are the memories of the people we love and the times we shared, not the figures on a financial statement.
President, Retirement by Design
Income Specialist, Financial Advisor, Certified Estate Planner
Retirement Planning Specialist
“Success is not so much what we have, as it is what we are”