Advisor profile


My approach

Build with Confidence

I am committed to helping improve long-term investment results by building a framework that optimizes the lifecycle of wealth: accumulation, preservation, and distribution. A one-size fits all planning philosophy falls below my rigorous building standards, therefore I custom tailor the specifications to align with each client’s unique situation. By constructing a personalized plan, I guide investors through the complexities of the financial markets with an investment approach centered around their goals and objectives. Whether it is retiring on your terms, saving for education or leaving a legacy, I focus on not losing sight of what’s essential.

When you work with me, you receive:

  • 1:1 financial advice based on your goals and objectives
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty
  • Regular meetings to review your goals, progress and investments
  • 24/7 access to your investments and digital tools to help you stay on track

Diversification can help protect against certain investment risks, but does not assure a profit or protect against loss.

Areas of focus

  • Investment Management
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Small Business
  • Executive Compensation and Benefit Strategies
  • Cash Flow Management Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
18
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
  • CRPC® Chartered Retirement Planning Counselor℠
  • AAMS® Accredited Asset Management Specialist℠

Education

  • B.A. Economics, University of California, Irvine

Interests

  • Sports: Playing tennis, golf, and personal fitness. LA Lakers, ATP tennis tour
  • Travel: Italy, Croatia, Asia, Big Island Hawaii, Zion National Park
  • Food and Wine: Paso Robles wineries, local craft breweries, farm to table restaurants
  • Cooking: My wife and I love cooking on the weekends. We enjoy watching Chef's Table and all things food on Netflix
  • Rest: Reading non-fiction books
  • Family: Spending quality time with my wife Ellie and son August

Community participation

  • Dean's Leadership Society, Committee, UC Irvine School of Social Sciences, Manhattan Beach, CA
  • CFP® Board Subject Matter Expert, Volunteer, Los Angeles, CA
  • Financial Planning Days, Volunteer, Los Angeles, CA
  • Patriots and Paws non-profit organization, Orange County, CA

Awards & recognition

  • Five Star Wealth Manager, 2013, 2014

Professional associations

  • College for Financial Planning, Alumni Association