As Director of Wealth Planning at Liberty Wealth Advisors, I strive to help clients fulfill their overall financial needs through customized wealth management process. A CERTIFIED FINANCIAL PLANNER™ (CFP®) professional for over 30 years, I am also a licensed life and health insurance agent. Since 1988, I have provided tailored financial advice and leadership to individuals and companies of all sizes, specializing in retirement income planning, tax consultations and estate and legacy planning. As co-founder of Liberty Wealth Advisors, I've dedicated my career to helping people identify their fundamental values and develop tailor-made financial strategies to achieve them. I have served as the