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
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Investment Management
  • Retirement Income Strategies
  • Charitable Giving
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Investments

Qualifications

  • CFS® Certified Fund Specialist
  • CRPC™ Chartered Retirement Planning Counselor™

Community participation

  • Feeding the homeless in Riverside, CA
  • Donate to Victor Community in Perris, CA
  • Wildlife Conservation in Desert Areas in CA
  • Hand out care packages to homeless every Christmas in Riverside, CA

Interests

  • Spending time with the family and having a BBQ
  • Wildlife Conservation and traveling.
  • Jet Skiing on the Colorado River