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
- To be honest and candid
with you starting from
the initial free
- 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
you need advice in areas
outside our expertise.