image CERTIFIED FINANCIAL PLANNER™ Registered Investment Advisor CA - Real Estate Broker


My Epiphany


over 30 years


FOR RETIRED ONLY™ is deeply committed to offering a diverse spectrum of financial services for those preparing for all phases of retirement. Our goal is to enable our clients to make informed and cost-efficient, financial and life planning decisions. We take into account all individual risks, needs and desired benefits.

The role of a Certified Financial Planner is to continuously research, evaluate, provide and suggest the appropriate investment strategies and choices to achieve lifetime and legacy objectives. Our mission is to personally customize a plan of action to facilitate clients’ wishes. The results are long lasting relationships between clients and FOR RETIRED ONLY™, based on caring, honest communications and maximum integrity.

Helping you Help Yourself

Marin County

San Francisco

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CA Insurance License

RE Brokers License