The mission of DABK Financial Planning
Services is to help clients achieve their
goals in line with their values.

Establishing a long-term, professional and
conflict-free relationship with the client is
extremely important in following the mission
statement. Such a relationship is  achieved through
professionalism, competency and honesty.

Financial education of the clients, relevant to their
circumstances, is an important element of our value
proposition.  As the old saying goes, give a man a
fish and you feed him for a day, teach him to fish
and he feeds himself for life.

We are dedicated to helping the client set realistic
goals based on her/his current life circumstances,
and individual priorities, and then doing our best to
help the client  reach those goals.

Method of Compensation

Our compensation method is extremely simple
and transparent. We are compensated only by
you, the client, on an hourly (two-hours
minimum) or flat- project basis.

Who We Are


He graduated from the University Of Southern
California with a Bachelors degree in Electrical and
Biomedical Engineering in 1981 and a Masters
degree in Computer Engineering in 1983. In 1988 he
received an MBA  from National University. He is a
Certified Financial Planner (CFP) and a Registered
Investment Advisor (RIA). He is a NAPFA (National
Association of Personal Financial Advisors)
Registered Financial Advisor. He and his family
have enjoyed living in the East Bay for over twenty
Financial Planning Services

Fee Only
Our Commitment

  • To be honest and candid
    with you starting from
    the initial free
    consultation session.

  • To treat  you with
    respect and help you
    truly understand the
    financial concepts that
    are relevant to your

  • To make it clear what  
    services we deliver and
    deliver what we promise.

  • To focus on your specific
    needs and goals.

  • To make appropriate
    referrals to other
    professionals whenever
    you need advice in areas
    outside our expertise.