Advisor profile


My approach

In our fast-paced world, individuals can be inundated with financial information on a daily basis and are often not sure who to turn to for sound advice. At Salient Wealth Planning, I focus on filtering out the noise to help bring clarity and simplicity to the key actions needed to help our clients manage their finances. I work closely with you to understand your goals and unique needs to then provide holistic financial planning and investment management strategies.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Insurance
  • Estate Planning Strategies
21
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
  • ChFC® Chartered Financial Consultant®
  • MSFS, Master of Science in Financial Services
  • RICP® Retirement Income Certified Professional®
  • Series 7, Securities License
  • Series 66 License
  • CA, Life, Accident & Health

Education

  • Master of Science, Financial Services, American College
  • Bachelor of Science, Business Administration, Finance, PLNU

Interests

    I am a native San Diegan and feel so fortunate to live here. I started my practice in 2000 and it has been such a joy helping clients reach their financial goals over the years. My wife Beth and I have 3 children that are growing up fast at 13, 10 and 7. Outside of the office, Beth and I spend much of our time supporting the activities of our children across dance, theatre, flag football, baseball and the list goes on. I also enjoy surfing, hiking, traveling and coaching my kids athletic teams.

Community participation

We take pride in being involved with our local Feeding America food bank as well supporting Promises2Kids.

Awards & recognition

  • Five Star Wealth Manager, 2012-2017
  • Ameriprise Client Satisfaction Score (Top Score), 2014

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.