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

Areas of focus

  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Investments
  • Estate Planning Strategies
  • Small Business
  • Insurance
  • Investment Management
  • Retirement Planning Strategies

Qualifications

  • CEPA® Certified Exit Planning Advisor®
  • CRPC™ Chartered Retirement Planning Counselor™
  • FINRA Series 7, 66, and Life & Health Insurance

Education

  • B.A. California State University, Chico 1995-2000

Community participation

 - Community participation photo

I am involved in my local community and abroad, and pride myself on helping society to grow through my involvement with children and the elderly. I bring my dog Frankie to nursing homes, as she is a service animal, to enjoy time with the elderly as well as volunteering in the various Memory Care Units around the Los Angeles area. I also have been a volunteer in Inglewood teaching at risk youth, self defense and life skills. Frequently I travel to impoverished communities on mission trips to help underprivileged youth around the world to learn martial arts in India, Cambodia, El Salvador, Guatemala, Brazil, Ecuador, and the Philippines.

Interests

I enjoy international travel, martial arts, and the beach. Some of my favorite times are spent doing all three.Most of my travel involves charitable work around the world helping underprivileged children in impoverished communities to have access to quality martial arts schools, instructors, and life skills.
When at home I enjoy spending time at the beach with my girlfriend and our English Bulldog, Frankie. At the beach I like to bike, skateboard, surf, and enjoy all that California offers.