Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Investments
  • Insurance
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Social Security Retirement Benefits
  • Retirement Plan Distribution
25
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
  • Series 7 License
  • Series 63 License
  • Life, Disability Income, and Long Term Care Insurance

Education

  • B.S. Business Administration Finance - San Diego State University 1987

Interests

  • Spending quality time with Family and Friends
  • Being a supportive and encouraging husband to my wife (Diana) of 30+ years!
  • Caring for our Golden Retriever and two Pembroke Welsh Corgis
  • Community and Charity Service
  • Bible Study
  • Home Improvement Projects
  • Attending Motorsport Events and Classic Car Shows
  • Watching Formula 1 Racing
  • College Football
  • Travel
  • Hiking
  • Photography
  • Wine Tasting

Community participation

Pasadena Tournament of Roses - Former Member (Vice Chairman 2011-2014)

Pasadena Tournament of Roses Foundation Board - Past Treasurer

Pasadena Optimist Club - Past Board Member

Pasadena Toastmasters - Past President

Toastmasters International - Past Area Governor

Bible Study Fellowship (BSF) - Past Children's Leader

Ability First - "Festival of Fall" Steering Committee

Pasadena Humane Society & SPCA - Supporter/Contributor

Awards & recognition

  • Five Star Wealth Manager , 2013-2022
  • Patel & Associates, Ameriprise Client Experience Award, 2021