Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Small Business
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Family Finances
  • Wealth Preservation Strategies
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • AAMS® Accredited Asset Management Specialist℠
  • AWMA® Accredited Wealth Management Advisor℠
  • CMFC® Chartered Mutual Fund Counselor℠
  • CRPC® Chartered Retirement Planning Counselor℠
  • Series 7
  • Series 63
  • Life, Accident, Health

Education

  • BS in Computer Science from Cal Poly Pomona

Interests

I suppose I’m a scientist at heart, with a big attraction to philosophy. You’ll note that my degree is in Computer Science, but I love understanding how the world works and why it’s important. There are so many questions I have yet to answer in this life.

Awards & recognition

  • Five Star Wealth Manager, 2013 - 2018