I help people sleep at night.
Problem solver, wealth advisor, registered investment advisor, building solutions that support the United Nations’ Sustainable Development Goals (SDGs) to help end poverty, ensure prosperity and protect our planet.
CEO + Founder Sonoma Private Wealth
Bay Area
Certified Investment Management Analyst (CIMA)
MBA, University of Chicago
BA, DePaul University Chicago
Happily married
Invited by: Julian Kramer
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Day | Followers | Gain | % Gain |
---|---|---|---|
March 06, 2024 | 146 | 0 | 0.0% |
March 23, 2023 | 146 | -1 | -0.7% |
January 13, 2023 | 147 | +1 | +0.7% |
September 25, 2022 | 146 | -1 | -0.7% |
June 30, 2022 | 147 | +1 | +0.7% |
May 24, 2022 | 146 | +1 | +0.7% |
February 22, 2022 | 145 | +2 | +1.4% |
January 10, 2022 | 143 | +16 | +12.6% |
December 03, 2021 | 127 | +1 | +0.8% |
September 19, 2021 | 126 | +4 | +3.3% |