Partial Client List

Services provided: 
I am proud to have worked with each of my clients over the past 20 years. Below is a select, partial list of clients who have used my services including investment workshops, individual counseling sessions, and educational materials.

State Street Global Advisors

T. Rowe Price Retirement Plan Services

JP Morgan Retirement Services

Merrill Lynch Retirement Services 

International Foundation for Employee Benefit Plans

Bank of America


Bankers Trust (now Deutsche Bank)

Sumitomo Bank (now Sumitomo Mitsui Bank)


Bay Area Rapid Transit (BART)


Mandalay Bay 


Babcock & Brown

Uniphase (now JDS Uniphase)

U.S. Venture Partners

Accel Partners
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