Services
Since 2003, I've worked for Cambridge Southern Financial
Advisors (CSFA), a NAPFA registered corporate Fee-Only
Financial Planning firm and Registered Investment Advisor
based in Atlanta. CSFA has clients in over a dozen states.
For the services offered, click here.
My Approach
I use a goals-focused, comprehensive, personalized,
holistic approach to help successful clients make smart
money decisions. We help people understand, articulate,
and achieve their financial and non-financial goals.
I have extensive experience in investments; including
traditional, non-traditional, and real estate. I am
a former licensed Real Estate Salesperson, a former
practicing Dentist, and a former full time investor.
As a former Dentist, I have advised numerous health
care professionals. As someone on disability, I am well
versed in the nuances of Disability Insurance. As an
Enrolled Agent, a federally-authorized tax practitioner
empowered by the US Treasury to represent taxpayers
before the IRS, I have a broad knowledge of the tax
code. Almost all financial planning is intimately related
to taxes/tax planning and I have extensive experience
optimizing the tax management of investment strategies.
Prior to my joining Cambridge Southern, I was employed
by Ayco, a financial planning division of Goldman Sachs
specializing in the Executive market. Almost all of
Ayco's clients had stock options. I have advised clients
on countless stock option exercises.
Although my clients come from all walks of life and
are of all ages and interests, the majority of my clients
are either professionals (financial, legal, or health
care) executives, or real estate professionals. I practice
with a team that includes several other planners; each
of whom has different specialties and backgrounds. Although
each of us differs in background, we all share the same
financial planning approach and passion for Fee-Only
planning. This allows our firm to service a broad range
of clients and client issues, even if it is not my specific
area of expertise.
Being Fee-Only and independent, with no allegiance to
any wirehouse brokerage firm or insurance company allows
me to advise on retirement plans, stock options, executive
compensation packages, direct real estate investments,
non traditional assets, and many financial and investment
issues that some planners are hesitant to approach.
I am truly comprehensive and strictly Fee-Only.
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