Why should you listen to me? Well, I’ve been a financial planner for a quarter-century. I started in ’95 with Morgan Stanley, worked for Goldman Sachs, then the 4th largest accounting firm in the country, RSM McGladrey.
Finally, disgruntled with the financial industry's greed and apathy, I formed the first fee-only fiduciary financial planning and wealth management firm in Las Vegas (2005), Redrock Wealth Management.
I’m an uber-passionate money coach, author, speaker, securities litigation expert witness, financial planner, disciplinary consultant to the CERTIFIED FINANCIAL PLANNER® Board of Standards, and most importantly, a wealth steward dedicated to calming your nerves and teaching you how to retire with ultimate “money confidence!”
I hold my CERTIFIED FINANCIAL PLANNER®, Chartered Life Underwriter®, Accredited Investment Fiduciary®, and Accredited Asset Management Specialist® designations. My firm Redrock Wealth Management is also one of a highly select group of CEFEX certified fiduciary advisors worldwide.
So roll up your sleeves and get ready to live the memorable—and purposeful—retirement you’ve always dreamed of!