Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Insurance
  • Wealth Preservation Strategies
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • BA, Economics, University of California, San Diego

Interests

I like working with my hands, especially in food. Growing up in a restaurant and being around food, I developed a passion for cooking. I enjoy cooking for my friend and family. I also like DIY projects. My recent obsession is bread making. My goal is to bake wild yeast whole grain bread my children would like.

I also love to travel. One of the most memorable travel moments was when my wife and I took an overnight train from Cairo to Luxor to visit the great Valley of the Kings and various incredible temples. Now our adventures consist mostly of camping trips with the kids, but I enjoy it just the same.

Community participation

My Son and I are involved with the American Youth Soccer Organization (AYSO). They are designed to create a fun and safe soccer environmentfor the children.

Previous experience

  • Financial Advisor, JP Morgan Chase & Co., 2006 - 2014