Pasadena Financial Planner

Financial Planning Reading List

The Pasadena Financial Planner has written extensively about personal financial planning and investment management on a variety of websites. When I work with clients to develop their customized lifetime financial and investment plans, they often ask what they should read to improve their financial literacy.
This article provides a list of recommended reading from among the […]

Information on the Pasadena Financial Planner

Comprehensive financial planning advice informed by extensive business experience
<<< Read Part 1 of this two-part biography
Receiving my Stanford MBA in 1982, I moved a few miles south to begin my corporate career in Silicon Valley. For most of my twenty-five plus years after Stanford, I have managed strategic business and corporate initiatives for technology companies. […]