Los Gatos, CAUSA
Hometown: Los Gatos
August 11, 2009
Financial services: all phases of it. I help people develop a "financial fitness" plan, we call a "Financial Needs Analysis"...always complementary and confidential.
Networking, helping people start businesses or investing, learning more about real estate investing, meeting others with an entreprenueral mindset.
Always interested in networking...and this is close to home!