Advisor profile


My approach

Doing what I love and loving what I do

Getting to know my clients personally is paramount in my practice and the best part of my job, because every person’s goals and dreams are as unique as that individual. I work with people I care about and take my role seriously. I believe my unique ability is creating value for my clients by focusing on 3 things:

Leadership – providing direction and helping to eliminate financial dangers, focusing on opportunities and providing strategies for solutions.

Relationship –providing more confidence by reinforcing strengths, increasing certainty and working together with us.

Empowerment – providing specific tools, systems and processes to identify and track your goals.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Cash Flow Management Strategies
  • Small Business
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
17
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℠
  • AAMS® Accredited Asset Management Specialist℠

Education

  • 2003 B.S. Business Administration, University Of California, Riverside

Interests

My greatest interest is the pure joy that comes with learning, whatever it may be… in depth. Currently, my passions have been focused on gardening and making some really delicious pizza. I have had the privilege this year of growing San Marzano tomatoes, picking them when they are perfectly ripe (provided the caterpillars don’t get to them first), crushing and placing on top of dough then firing at 1000 degrees in my wood fired clay oven that my wife and I built in our backyard. My next desire is to become fluent in Spanish by 2022.

Community participation

  • San Diego Human Dignity Foundation
  • Christmas Cheer All Year
  • Foundation for India Studies

Awards & recognition

  • Five Star Wealth Manager, 2019