Advisor profile


We care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Insurance
  • Retirement Income Strategies
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠
  • AAMS® Accredited Asset Management Specialist℠
  • CMFC® Chartered Mutual Fund Counselor℠

Education

  • De La Salle University, Manila Philippines - Bachelors in Business

Interests

I enjoy spending time with my wife and two boys while exploring the different sites that the Bay Area has to offer. I also like car racing and playing guitar.

Community participation

Volunteer work for Rebuilding Together

Awards & recognition

  • Ameriprise Client Satisfaction Score (Top Score), 2014

Previous experience

  • Ameriprise Financial Services Inc., 1/13/2012
  • MORGAN STANLEY SMITH BARNEY BURLINGAME, CA, 06/2009 - 02/2012
  • MORGAN STANLEY & CO. INCORPORATED BURLINGAME, CA, 04/2007 - 06/2009
  • MORGAN STANLEY DW INC. BURLINGAME, CA, 03/2003 - 04/2007