My Approach

What are your dreams and goals for retirement? I can help you achieve them with our exclusive Confident Retirement® approach. It all starts with a personalized conversation, where we'll discuss retirement needs - covering essentials, ensuring lifestyle, preparing for the unexpected, and leaving a legacy. By breaking retirement down into doable steps, we can help take the uncertainty out of planning for your financial future.

Take a few minutes now for a quick confidence check. Your responses can help jumpstart our conversation.

Interests

Born in Chile and raised on the East coast, I moved to San Diego, CA in 2008. Through my many diverse life experiences, I have gained tremendous respect and interest in working with a wide array of individuals on both a personal and professional level. I live in San Marcos, CA with my incredible family that includes my wife Lindsey , our daughters Mia and Abigail , and our dog Penny. An afternoon with family and friends enjoying good food with wine is a perfect day for me.

My interests include:

  • Reading
  • Cooking
  • Baseball
  • Playing and watching soccer
  • Improving my golf game

Community Participation

I am a member of the Carlsbad Chamber of Commerce.

Our office, clients and friends volunteer annually at Feeding America San Diego.

Ameriprise proudly supports Wounded Warrior Project and Warriors to Work.

Experience

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Areas of Focus

  • Investments
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies

Awards & Recognition

  • Ameriprise Platinum Financial Services Practice, 2005-present
  • Ameriprise Circle of Success, 2004-2006
  • Ameriprise President's Recognition Award, 2002-2003

Qualifications

  • Bachelor of Science Degree
  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • Member, Financial Planning Association
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Education

  • Bachelor of Science, Accounting, Rutgers University, Newark, NJ

My Photos(3 photo albums)

Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.

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My Videos(3 videos) X

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