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
27
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
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Investments
  • Insurance
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Social Security Retirement Benefits
  • Retirement Plan Distribution

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CMFC™ Chartered Mutual Fund Counselor™
  • CKA® Certified Kingdom Advisor®
  • 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

Awards & recognition

  • Five Star Wealth Manager, 2013 - 2023
  • Patel & Associates, Ameriprise Client Experience Award, 2021

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

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