LT&P Solutions
I wear many hats in front of many people: I am a father, husband, son, brother, uncle, godfather, entrepreneur, business partner, business leader/developer, advisor, consultant, realtor, real estate coach/mentor, real estate investor, landlord, short term/vacation rental host, etc.
Today, if you would allow me, It will be my honor and privilege to serve as your probate-related concierge service go-to person and your travel companion as you embark in your life transition and probate journey. My goal is to guide you through and lead you to a better place as you navigate through the many twists, turns, and treacherous path ahead. My promise to you, I will conduct business and treat you with the at most empathy, integrity, and professionalism, just the same way I handle all of my other businesses. At the end of our journey, If I have succeeded, I hope to have earned the title of friend to you to add to my existing collection.
I am a retired actuary with an actuarial career that spanned over 25 years in retirement/pension consulting and financial reporting. I am fortunate and privileged to have retired at age 50 and join the FIRE (Financially Independent Retired Early) community. Now a big part of my time and energy is devoted to continue building and developing a locally, community-based, service-oriented team to providing the highest quality of services to those with probate related needs.
Professional credentials:
CPE, Certified Probate Expert
Licensed Real Estate Sales Person
ASA, Associate Society of Actuaries
MAAA, Member Academy of Actuaries
Education:
BS – Applied Math and Statistics, SUNY at Stony Brook, NY
MBA – Actuarial Science and Finance, St. Johns University, NY
Most influential and favorite business-related books:
Start with Why and Leaders Eat Last by Simon Sinek
Who Not How by Dan Sullivan and Dr. Benjamin Hardy
Good to Great by Jim Collins
How to Win Friends and Influence People by Dale Carnegie
Rich Dad Poor Dad by Robert Kiyosaki
Lived in:
Taipei Taiwan, Republic of China
Antsiranana (Diego Suarez), Madagascar
San José, Costa Rica
Fluent in:
Spanish
Chinese (Mandarin, Cantonese)
English
Interests and hobbies:
Biking, skiing, camping, hiking, traveling, cooking, mentoring and coaching.
