Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Family Finances
  • Charitable Giving
  • Saving for Education

Qualifications

  • JD, University of Sao Paulo Law - Sao Paulo, Brazil
  • Degree, French Language - University of Nancy; Nancy, France
  • CRPC designation, Chartered Retirement Planning Consultant - College for Financial Planning

Education

  • JD, University of Sao Paulo Law - Sao Paulo, Brazil
  • Degree, French Language - University of Nancy, Nancy, France

Professional associations

  • Brazillian Bar Association (OAB)

Community participation

  • Former Board Member and Director of Planned Giving, Friends of Mercy Foundation
  • Platinum Sponsor, "Keep Old Glory Flying" event supporting our Veterans
  • Member, Young Presidents Organization - San Joaquin Valley Chapter
  • Judge, "Invest Write" Essay Contest, held by SIFMA, Foundation for Investor Education
  • Sponsor, Hoffman Hospice "Voices of Inspiration" event
  • Financial Education Speaker at General Dynamics; Shell Oil; General Mills; Nestle; Pillsbury and McGraw Hill
  • Former Board of Directors of Bakersfield Museum of Art
  • Former Director of Board Kern Citizens for Sustainable Gov.

Interests

  • Married to Maureen for 24 years; we have three wonderful children
  • Fluent in several languages: Portugese, Spanish, and French
  • Enjoy gourmet cooking, pizza making, wine, literature, history and international travel

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.