at 2758 Piedmont Ave, Berkeley , 94705
For nearly three decades, Aegis Capital Management, Inc. has provided comprehensive financial management for high net worth individuals. Our goal is to ensure that you never outlive your wealth. We are compensated on a fee-only basis.
I have a unique background that allows me to leverage institutional quality expertise in working with individuals to help them create an ideal retirement lifestyle either through asset management, wealth management and/or retirement planning. My qualifications include the CFA designation, work experience with Morgan Stanley Institutional, 30 years direct industry experience, MBA from UC Berkeley and membership in NAPFA.
For nearly three decades, Aegis Capital Management, Inc. has provided comprehensive financial management for high net worth individuals. Our goal is to ensure that you never outlive your wealth. We are compensated on a fee-only basis.
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