Business Owners
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My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
The Clients I Serve
Executives
Retirees or Seniors
Major Milestones I Specialize In
End of Life and Legacy Planning
Retirement Planning
Sudden Wealth or Inheritance
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
“Why did you decide to become a financial advisor?” While searching for a biotech research analyst role, I was offered a financial advisor trainee position. I took it, thinking I’d stay for two years to learn personal finance and gain a lifelong skill. But I quickly realized how much I enjoy working with clients and helping them make informed financial decisions—and it’s a privilege I still enjoy to this day. "What specific task do you enjoy carrying out the most for your clients?" I love working on complex problems to find a simple solution that can be communicated to clients and implemented. "What was the most powerful lesson you learned about money? Leverage is like turbo jets, it propels you faster, but not always in the direction you intended. Background: After growing up in Connecticut and graduating from MIT, I headed west to Napa, California where I worked as a Lab Technician for Robert Mondavi Winery for two “harvests.” Working for a family company that had recently gone public sparked my interest in learning more about investments and hence my journey into finance. My wife and I moved to Sarasota in 2001 after a family reunion at Siesta Key beach. When not busy with our three children’s activities, we enjoy running in local races. • Bachelor of Science, Massachusetts Institute of Technology (MIT), 1997 • CERTIFIED FINANCIAL PLANNER™ (CFP®), 2003 • Chartered Financial Analyst (CFA), 2006 • Accredited Estate Planner® (AEP®), 2024 • Senior Portfolio Manager, Northern Trust (2008–2015) • Founder of Forza Wealth Management 2015 Forza Wealth Management is a fee-only, SEC, Registered Investment Advisor (RIA), specializing in investment management and financial planning for clients with investments exceeding $1 million.
Disclosures
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.