Advisor profile


My approach

I believe financial advising is not just about reaching a destination but also about keeping you as secure as possible along the way. I provide comprehensive financial planning and investment management strategies so I can help to identify potential problems before they can cause harm. While you go about living your life, you can rest assured that I strive to keep a watchful eye on your financial future.

Areas of focus

  • Investments
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Small Business
  • Saving for Education
  • Estate Planning Strategies
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • Chartered Retirement Planning Counselor
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • B.S. in Business Administration, Finance, California State University,Northridge, 2000

Interests

  • I am happily married to my beautiful wife, Maria Catalina.
  • I am a proud father of two boys and a girl.
  • I love spending time with family and loved ones.
  • For fun I enjoy playing soccer, snowboarding, and golf.

Community participation

  • I currently sit on the Executive Council as Foundation President for Los Angeles Mission College Foundation. As a foundation we raise money for scholarships for needy and deserving students.

Awards & recognition

  • Five Star Wealth Manager, 2014, 2015, 2017, 2022

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.