I founded Pacific Portfolio over 28 year ago. I am proud to be a pioneer in the independent fee-only investment advisory business. Our client focused and research-driven approach to serving clients as a personal CFO and Fiduciary Advisor has led to our firm being recognized as one of the top independent advisors in the country. As the firm’s Chairman and CEO I am responsible for strategic planning, vision, and maintaining the firm’s values so that we increase the Value of Time™ for our clients, associates, and shareholders. I currently serve as Chairman of the Board for Pacific Wealth Advisors, the holding company for Pacific Portfolio Consulting, LLC, and Pacific Portfolio Trust Company, an