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
  • Investment Management
  • Insurance
  • Intergenerational Planning
  • Saving for Education
  • Family Finances
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
6
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
  • FINRA Series 7 and 66

Education

  • BA Bachelor of Arts, Economics, University of California Santa Cruz
  • BA Bachelor of Arts, History, University of California Santa Cruz

Interests

In my free time I enjoy working out and supporting my favorite Southern California sports teams, the Angels, Lakers, and Rams. My wife, Nicole, and I were recently married in June 2018 in Paso Robles, CA. We enjoy going to the movies and traveling to warm vacation destinations.

Community participation

  • PCH Volleyball Club - Board of Directors
  • Irvine Ranch Conservancy
  • Second Harvest Food Bank of Orange County
  • Bracken's Kitchen