Broker Check


February 2012: Advice to New Facebook Millionaires: take a breath Reuters 

February 2012: “Top Tax Write-offs for the Self-Employed”

February 2012: John Hillis-People on the Move San Jose Business Journal

March 2012: Siblings Scorned Private Wealth Magazine

May 2012: California expects Facebook boost BBC News

June 2012: On Your Own: How to Manage the Finances of Single Retirement DailyFinance

July 2012: Decision Points: Should You Relocate When You Retire?

August 2012: How to avoid a family feud over an inheritance

October 2012: Planning for Retirement? Don’t Forget Health Care Costs New York Times

October 2012: Retirement Relocation Cupertino Patch

November 2012: Boomers, Retirees Should Carefully Consider Retirement Relocation Saratoga Patch

November 2012: People on the Move: John Hillis San Jose Business Journal

December 2012: Retirement relocation podcast: Diabetes Options and also Premier Healthcare

December 2012—Boomers, Retirees Should Carefully Consider Relocation Los Gatos Patch

December 2012—Boys & Girls Club of Silicon Valley spotlights those who help youth San Jose Mercury News

December 2012: Biz Buzz Saratoga News

December 2012: Advisors Giving Back: Holiday Slideshow AdvisorOne