Whether clients have never done any formal planning or they already have some solutions in place, Virg jumps right in to meet them where they are.
Soon after launching his practice in 2003, Virg found that many clients came to him when they’d reached a turning point. His clients often wonder, “Is everything I've put in place really done correctly?”, “Are there things that I should be aware of, that I'm just not thinking of?” Or simply, “What else can I do?”
He’s here to help every client through these moments.
Schedule a call with Virg and bring him your questions about your financial future.
Virg graduated from the University of California, Berkeley, and St. Ignatius College Preparatory in San Francisco, CA. Married with two young children, he’s heavily involved with local philanthropic efforts.