My Approach

I help my clients achieve their dreams for today, tomorrow, and well into the future — using our exclusive Confident Retirement® approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals 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.

I’m here to help you live the life you’ve earned. When you have the right financial advisor, life can be brilliant.

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

? 16 ? 100 View scores
 
 
 

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
View Definitions

Education

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

Files for Download

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.

View All Albums

My Videos(2 videos) X