About Me

Why I joined WIC

Want to learn and get my wife more interested in investing so that I don't have to worry about it.

Ways to contribute to the community

  • Knowledge on an industry

Experienced Investment Areas

  • Stocks
  • ETFs
  • Mutual funds
  • Bonds
  • Retirement plans / 401K
  • Residential real estate
  • Estate planning
  • Negotiation

Industry Knowledge

  • Energy

Investment Objectives

Based In

Milpitas, California, United States

Professional Background

  • Leadership & Management
  • Engineer & Tech

Years of Investment Experience

7+ years

Top investment objectives

  • Retirement planning
  • Other

Typical investing time

  • For as long as possible or until I retire

Investment Experience

Successful investment experience

Bought a rental property in 2019 at $508k. Current estimated value is $595k. Lesson learned is listen to your wife.

Failed investment experience

Invested in a friend's frozen yogurt shop which has since closed. Lesson learned is don't invest in businesses you don't understand unless you categorize it as 'throw-away' money.

Other things about myself

None

What I can do on WIC

  1. Check out WIC Directory and connect with other members
  2. Post a new opportunity