About
I am the Director of Planning at Bay Street Capital, a black-owned Registered Investment Advisor. Part of my mission is to make planning more widely available and accessible. I guide my customers in crafting and achieving their financial goals. My two guiding principles, along with being a fiduciary, are transparency and active communication.
Qualifications: CERTIFIED FINANCIAL PLANNER™
Accredited Asset Management Specialist™
+5 Years of experience
Firm Information
Bay Street Capital Holdings, a minority-owned firm, is an independent investment advisory, wealth management, and financial planning firm headquartered in Palo Alto, CA. We manage portfolios with the goal of maintaining and increasing total assets and income. Although many advisors may focus on maximizing returns, we place a higher priority on managing total risk and volatility.