Red Tower Advisors @RedTowerAdvisor
Wealth Planning for professionals in tech and individuals close to retirement. Securities offered through LPL Financial, Member SIPC https://t.co/c56mATAq3w RedTowerAdvisors.com San Carlos, CA Joined April 2018-
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More Than a Number: The Four Risks That Shape Your Retirement redtoweradvisors.com/blog/more-numb…
Six Estate Planning Assumptions Worth a Second Look redtoweradvisors.com/blog/six-estat…
Honored and grateful to be named to the Forbes Best-in-State Wealth Advisors list for 2026. This recognition is especially meaningful because it reflects the trust our clients place in us every day. Thank you to our clients and team for being a part of this journey.
Every day is day one. In finance, that mindset means staying curious, disciplined, and humble with money. Markets change, opportunities evolve, and yesterday’s wins don’t guarantee tomorrow’s results. Red Tower is here to help with your day one every day.
Great discussions with leading west coast advisors on where our industry is going and how to best serve our clients. #LPLFinancial
Control your emotions or they’ll control your portfolio. In investing, discipline beats impulse, because one emotional trade can cost more than a year of smart decisions.
10 years ago the boys were in elementary school when we enjoyed Superbowl City… with the Super Bowl over we thought to share these old photos from then!📷 Kids are now taller than me. Time flies, and it’s a good reminder to enjoy every season and plan for the next one
“Motivation is what gets you started. Habit is what keeps you going.” Long-term financial success is built the same way, one smart habit at a time.
At Red Tower Advisors we are starting the year off with a weekly series of quotes that we will be posting every week. For this week of January, to start things off we have chosen “Build momentum”. With the entire year still before us building momentum is key. Enjoy your weekend!
How many ways can you pay for college? Loans, grants, savings and investments, to name a few. #PayForCollege myf.mg/gSIb
What would you rather have: $500 today or a 50% chance at $2,000 tomorrow? Know your risk profile. #RiskTolerance myf.mg/gRwq
Investors should understand the ways in which financial professionals are compensated for the services they provide. myf.mg/gQVh
Investors were forced to navigate a tricky first quarter of 2023, having to contend with corporate earnings, shifting monetary signals, and troubles in the banking sector. redtoweradvisors.com/campaigns/mont…
The question everyone has: Will Social Security be around for you? Read this. #socialsecurity #retirement myf.mg/gPMa
Assets minus liabilities = net worth. When was the last time you calculated yours? #MyNetWorth myf.mg/gPbt
Learn the ins and outs of 529 plans before you or your student heads to college. myf.mg/gO2M
Childhood attitudes and habits can determine your child's health in his or her adult years. myf.mg/f85k
Check out this video on taxes. #IncomeTax myf.mg/gMiF
Have a kid heading off to college? Here are a few tips. myf.mg/gLGX
Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today. myf.mg/fiah
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