About Me

Why I joined WIC

As an education, I am always interested in learning more. I am particularly interested in learning how to fund my Trust. In addition, I want to make sure that my funds last my lifetime.

Ways to contribute to the community

None

Experienced Investment Areas

  • Stocks
  • Mutual funds
  • Bonds
  • Residential real estate

Industry Knowledge

  • Retail
  • Education
  • Consumer Products

Investment Objectives

Based In

San Mateo, California, United States

Professional Background

  • Leadership & Management
  • Education

Years of Investment Experience

7+ years

Top investment objectives

  • Tax optimization
  • Retirement planning

Typical investing time

  • For as long as possible or until I retire

Investment Experience

Successful investment experience

My first investment was when I enrolled in an Annuity Plan shortly after my first teaching job. Now that annuity plan covers the taxes for my three properties.

Failed investment experience

On the recommendations of a friend, I tried an investment group. The stock markets fell and I could not watch my fund go away. I took my funds out and slowly got back in conservatively, Since then, I think that I have done well but could have done better with more knowledge.

Other things about myself

I am currently retired from education after fifty years.

What I can do on WIC

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