Jigsaw Investment Partners Inc, 4000 Executive Pkwy, San Ramon, CA 94583, US

HistoryIn 2004, after a career in corporate sales, I decided that he would enjoy helping individuals and their families succeed by guiding them through often complex personal and financial issues. Becoming a financial advisor was a perfect fit, because it combined my background in finance with a desire to have a more personal impact on clients. Working for the Global Wealth Management group of a leading Wall Street firm allowed me to gain valuable experience and learn much about the entire industry. However, eventually, I realized that I could best serve clients through an independent business model that eliminated conflicts of interest and that allowed for greater intimacy and objectivity. So in 2012, I founded Collabria Capital, Inc. to provide fee-only comprehensive financial planning and personalized investment management.SpecialtiesWe take a highly personalized approach to financial planning and investment management in order to help busy professionals like you simplify your financial lives. Let us help you to address some of the pressing questions you may have: * How do I plan for taxes and cash flow if I have vesting stock? * How can I create a more efficient portfolio? * How do I plan for Income in retirement? * How do I care for those who are important to me? * Am I doing this right? * Is there anything I'm missing?

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