Background
My mission is to help individuals and families simplify and optimize their financial lives.
As an Advisor and CERTIFIED FINANCIAL PLANNER™ professional, I hold multiple advanced designations, including ChFC®, APMA®, and AWMA®. I offer deep knowledge across comprehensive planning, portfolio management, and wealth management.
I earned both a bachelor’s degree in Finance and a master’s in Personal Financial Planning. My approach is hands-on and client-centered. My goal is to build long-term relationships through gaining trust, being transparent, and achieving real results. The first 7 years of my career were spent at Fidelity Investments and Wells Fargo Advisors where I focused on building personalized financial plans for clients.
As your advisor, I will:
- Always act in your best interest
- Serve as your go-to financial partner
- Help clarify and organize your financial picture
- Help you define goals and build a tailored plan
- Provide scheduled reviews and hands-on guidance as life evolves
- Offer straightforward advice rooted in technical knowledge and practical solutions
My wife and I were both born and raised in Southern California and love spending time outdoors with our daughter, Lacie, and our Bernese Mountain Dog, Tex. You can often find us walking to the beach, exploring new food spots in town or cheering on our college team. Go Frogs!
CA Insurance License #4468189
