Wealth Management Advisor - Oakland
Backed by more than 20 years of experience in the financial services industry, I am currently a Wealth Management Advisor at TIAA. I have always seen myself as a financial educator, helping my clients work toward their long-term financial goals through sound financial planning. My areas of focus include asset management, tax-efficient income distribution, incapacity and estate planning strategies, and retirement planning. I primarily work with individuals who are in the academic, research, and medical fields. I received my bachelor’s degree in government and administration from John Jay College, City University of New York. I currently reside in Walnut Creek, CA, with my wife, Helen, and our son, John. In my free time, I am actively involved in my son’s baseball activities, biking, hiking, and traveling to historical destinations. I also enjoy volunteering at my church, Ascension Cathedral, in Oakland, where I also serve as a Parish Council Member. As a first-generation American of Greek descent, I speak, read, and write Greek fluently. CA Insurance License #0F58715.