Wayne has a passion for helping others, and retirement planning ins a fulfillment o this passion. By working diligently and methodically with his clients, he is able to develop solutions to help them gain peace of mind, knowing their financial future is sustainable. He believes that goals are the most important requirements in a retiree's financial portfolio, and he works daily to find solutions that will fulfill those goals.
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For the past 35 years, Wayne has been serving the Bay Area's pre-retirement and retirement community by helping them reach their retirement financial goals. He is a diligent educator of the retirement process. He believes in taking the extra time and care needed to
educate his clients and help them understand this process and the solutions presented, helping them navigate their biggest retirement hurdles with ease. He always goes above and beyond – to find the best strategy for each client, every time
I have the ability to offer my clients the most cutting-edge retirement planning solutions available anywhere in the nation. When Wayne's not helping others reach their financial goals, he enjoys spending time with his family and serving others in his community. He also enjoys playing golf and listening to music.
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CA Lic # 0805035