Advisor profile


Personalized advice to help you achieve your goals

I provide personalized financial advice to help you achieve your goals, today and in the future. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and in control of your financial life.

Are you ready to start progressing towards your financial goals? Learn more about getting started and sign up for a complimentary initial consultation. 

How to get started

Areas of focus

  • Small Business
  • Family Finances
  • Retirement Planning Strategies
  • Saving for Education
  • Tax Planning Strategies
  • Intergenerational Planning
  • Investment Management
  • Cash Flow Management Strategies
15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠

Interests

  • In our free time, my wife and I love exploring Southern California and traveling whenever we can. We're both LA Area natives, but there's always a new restaurant, art show, or event to discover.
  • We've lived in Long Beach since 2015 with our dog Hunter S. Chompson, and love visiting all the different neighborhoods and finding fun things to do.
  • I enjoy attending live football games, and have been to games at 11 different stadiums so far.

Community participation

Member LAX Coastal Chamber of Commerce

  • Board Member 2017-2019
  • Participate in Young Professionals Planning Committee
  • Recipient of Hugo Francis Volunteer of the Year award: 2017

Member of BNI ® - The World's Leading Business Networking and Referral Organization