What I love about financial transitions – and why I’ve focused on them for nearly two decades – is that they combine my two passions: personal financial and personal development. A good financial transition lets you marry money with meaning. Whether you sell a business, sell stock options, retire, or receive an inheritance, you are able to take this financial event and improve your life. I can’t think of a better calling then to help people make the most of their once-in-a-lifetime opportunity.

Professionally, I’ve been in personal finance and working with clients for over 20 years. I own and manage a financial planning and investment firm in Orange County, CA where we specialize in financial transitions such as retirement, a business sale, inheritance, or sudden wealth. I’ve written four personal finance books, including The Sudden Wealth Solution: 12 Principles to Transform Sudden Wealth Into Lasting Wealth, have a column on Forbes, and have appeared as a financial expert on TV shows such as Dr. Phil, GMA, 20/20, and others. I have two master’s degrees (financial services and psychology) and am currently completing my PhD in financial and retirement planning.