I founded Financial Advisor For You, LLC to provide young professionals and people nearing retirement with affordable, expert, and independent personal financial planning advice free from any sales pressure. Personal financial advisors should put their clients first, without the appearance of any bias or pushy sales tactics.
A focus on you is especially important as you are increasingly required to control all aspects of your financial life – from investment selection and management, insurance coverage decisions, retirement planning and execution, college funding, cash flow management, Social Security claiming decisions, and debt repayment.
You deserve expert independent financial advice from an advisor who is on your side and can help you make sense of the products, choices, and features that are available without the hype.
As a long distance triathlete, I know firsthand that to achieve your dreams you begin with a plan. I remember running my first 5k race and thinking at the end that I would never be able to do an Ironman race. But with careful planning and a set of concrete steps implemented over several years, I’ve been able to do so.
Securing your financial future is based on the same idea. Start with a realistic assessment of your situation and then build from there. I can craft a plan that fits your goals, objectives and concerns. I also can help with individual decisions along the way to make sure you stay on track. Along the way you will be able to applaud yourself for achieving your goals.
I bring a unique set of experiences to client relationships including my legal training and antitrust practice, in the private sector, for the Federal Government, and in the non-profit sector. In addition to being a Certified Financial Planner®, I was formerly the project director for Consumer Education at Consumers Union, the non-profit publisher of Consumer Reports. I developed web-based tools to help consumers buy health insurance and to assist parents and students understand student loans and college financing.
I directed Medicare’s implementation of how to rate doctors and hospitals on the cost and quality of care furnished so that Medicare could differentiate payments based on the value of the services furnished.
I was an antitrust attorney with the Federal Trade Commission for over a decade and I studied and implemented policies to benefit consumers in a variety of industries including, telecommunications, electric power, and pharmaceuticals. These experiences have helped me understand the choices that are available for consumers and how to ensure you get the best deal.
I meet clients in my office, at their choice of location, or via the telephone/skype during all phases of the plan development and implementation.
I received my J.D. from the University of Texas School of Law, and a M.P.A. from the Lyndon Baines Johnson School of Public Affairs. I received my B.S. (computer science) and B.B.A. (finance) from Loyola University in Maryland.
I am a member of the District of Columbia and Texas Bar Associations and the Financial Planning Association. I also am a 9-time finisher of the Ironman World Championship Triathlon in Kona, Hawaii. Financial Advisor For You, LLC is an investment adviser in the District of Columbia, Maryland, and Virginia. I am an investment adviser representative and I will provide services to residents of those states.