About
Financial planning can be overwhelming if it's not your passion or profession My job is to help you reach your goals by simplifying the process and giving you the tools to get there. From saving for a child's education to what steps to take when a spouse dies to determining when you can safely retire and what your income strategy will look like in retirement. I help my clients in the areas of personal and business financial planning, maximizing retirement income, risk analysis, investment allocation and management. In these stressful times, doesn't it make sense to have a financial plan that is solid and plans for the inevitable downturns? With somebody to keep their "eye on the ball" on a regular basis? I specialize in researching the economy and how these circumstances might impact your investments. Call me for a free, no obligation portfolio review! Specialties: I specialize in helping people in transition with 401K rollovers and long term retirement planning...I also specialize in working with Divorcees and Widows to help them get their financial lives in place and to plan for the future.
Firm Information
Who We Are: The aviation term "CAVU" means Ceiling and Visibility Unlimited. At CAVU Wealth Management our mission is to help you have a clear picture of your financial goals and provide you with a financial flight plan to address them! Our first priority is helping you take care of yourself and your family by creating a flight plan for your retirement. We understand there may be turbulence along the way and we have the flexibility to navigate around turbulent and unforeseen circumstances so you can reach your retirement destination. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our success. We serve clients throughout the country, and we have two local offices, one in San Diego, CA and one in northern Idaho
Professional Details
Investment Information
Company Profile
Practice Focus
- Asset Allocation 25%
- Financial Planning 15%
- Individual Stocks / Bonds 15%
- Retirement Planning 10%
- Mutual Funds / ETFs 5%
- Portfolio Management 5%
- Wealth Management 5%
- Educators/Teachers 25%
- High Net-Worth Individuals 25%
- Business Owners 15%
- Dentists 15%
- Entrepreneurs 10%
- Women Executives 10%
- Advertising Executives 5%
- Other 5%