Advisor profile


My approach

Popular investment strategies such as index investing and ESG (environmental, social, and governance) investing may not always align with your values; and finding investments that do can be an arduous task.

I take the time to understand your values and help build an investment strategy around your priorities.

In the past, shareholder returns were often the sole focus of investment managers and their investors. Today, there is a larger focus on certain values. It is my belief these don’t have to be mutually exclusive priorities.

I believe values should be a part of the investment process. But they should be your values, not those of someone else.

Let's talk about what that might look like for you.

Areas of focus

  • Business Retirement Plans
  • Small Business
  • Tax Planning Strategies
14
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CEPA® Certified Exit Planning Advisor
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CLU® Chartered Life Underwriter®
  • ChFC® Chartered Financial Consultant®

Education

  • BA, Architecture, University of Southern California, Los Angeles, CA

Interests

I'm interested in everything. Some highlights:

Volunteering - I enjoy volunteering in many different capacities. The most meaningful to me have been opportunities to serve underserved people. I volunteer for the City of Los Angeles Financial Planning Days, in homeless ministries, and through my church.

Trail Running and Hiking - I love spending time in the mountains I've found trail running to be the very best way to experience the outdoors.

Travel and Food - especially Italian!

Reading- Biographies, Fiction, Business, Biblical studies, it's hard to get enough.

Community participation

Previous experience

  • Allstate Financial LLC, Personal Financial Representative/ Certified Financial Planner, 2012-2015
  • GAK Investments, Managing Member, 2009-2011
  • UBS Financial Services, LLC, Financial Advisor, 2008-2009