As an independent Financial Advisor I offer comprehensive financial planning to assist my clients on the path to financial success. By operating on a fee-for-service basis I am able to provide objective advice with a client first approach. I believe in establishing and maintaining professional relationships based on integrity, dependability, and trust to improve the quality of life for each and ev
ery one of my clients. I work with a limited number of clients to ensure each client receives the appropriate amount of time and attention that they deserve to give them the highest probability of achieving their goals. Through the assistance of a team of financial professionals and subject matter specialists, I am able to organize each client’s financial house so that it is working as a cohesive unit. My clients are primarily in the greater San Diego, CA area and Yuma, AZ but through the use of technology I am able to efficiently service clients throughout the US and overseas as well. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge & BDT & Associates, Inc.
