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About

I am a Managing Director of View Capital Advisors, LLC, an unregistered holding company and a registered representative of subsidiary entities, VCA Securities, LP and View Capital RIA, LP. I provide holisitic investment management, estate and financial planning advice to individuals, entrepreneurs and business owners/professionals. My core service is to provide goal-based investment advice to individuals at various wealth levels. Traditional investment methodology focuses on investment returns compared to investment benchmarks. Goal-based investment methodology expands the traditional approach to identify and focus on specific investor goals, addressing each goal with a distinct inve...