The day a client stormed out of a meeting, proclaiming it had been a total waste of time changed Arthur’s life. It was November 1989, and he had spent the past four years at a national financial services company that expected him to promote their own interests. Something clicked that day, and Arthur became committed to making things better. He ditched the scripts and corporate agenda and started his own financial planning and investment advisory firm.
Arthur has the unique ability to help people identify what is most important in their lives and their families’ lives and work with them to create the solutions necessary for success, whether it’s financial or personal. His strong technical knowledge enables him to build comprehensive tax-efficient plans that satisfy the needs and, more importantly, the values of his clients. He continues to follow his passion for guiding and mentoring other advisors especially as they transition to independence.
Outside of work, Arthur finds fulfillment in spending time with his son, Miles. He appreciates the finer things in life, good wine, travel, and fine dining, but nothing gets him quite so excited as the latest software or tech gadget.
Check the background of this investment professional on FINRA BrokerCheck
California Insurance License #0798385 | Securities Series 4, 7, 24, 53, 63, 65, 99