Who We Help
Retirement looks different depending on where you are and what you've built. Here's who this practice is designed for.
"I met Alfred about 10 years ago and decided to have him be my financial advisor. He helped me set up investment accounts, IRAs, and other savings vehicles, occasionally recommending adjustments based on my changing financial situation and goals. He built a plan to prepare me for retirement, and when I retired last year, he guided me through the process of restructuring my investments and accounts to match my income needs. Going into retirement, I actually felt prepared, which I did not expect to feel. I have found Alfred to be flexible, easy to work with, and genuinely focused on what makes sense for my short, medium and long term financial picture."
How I Can Help
Three focused areas of work, all connected to the same goal: a retirement income plan you understand and trust.
Retirement planning that's built around your income, not just your portfolio.
I'm an Investment Advisor Representative at Cetera Investors in San Jose, CA, and my practice has one focus: helping people in or near retirement figure out how to turn what they've saved into income they can actually live on with confidence.
I grew up in the Bay Area and graduated from Santa Clara University with a degree in Economics. As a former Division I athlete, I approach financial planning the same way I approached competition: with structure, preparation, and a long-term view. My clients don't just get a plan. They leave understanding what it allows them to do.
See what a clear retirement income plan actually looks like for you.
Most people leave the first conversation with more clarity than they've had in years. Here's how it works:
No cost. No commitment. Just a focused conversation about your retirement.